Filed June 5, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $42,818 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,200 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $9,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,230 | $56,503-28.8% | $70,092-42.6% | $64,808-37.9% |
| Participation rate | 86.2% | 70.5%+15.7pp | 70.5%+15.7pp | 71.5%+14.7pp |
| Annual return | -18.71% | -13.44%-5.3pp | 190.73%-209.4pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,981 | $2,046-3.2% | $2,559-22.6% | $2,506-20.9% |
| Participant deferral / active EE | $4,038 | $3,389+19.2% | $3,849+4.9% | $4,310-6.3% |
| Admin fee / account holder | $246 | $160+53.6% | $6,267-96.1% | $188+31.1% |