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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $46,157 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,004 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $7,854 |
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 | $40,041 | $69,823-42.7% | $77,163-48.1% | $74,419-46.2% |
| Participation rate | 80.2% | 70.0%+10.2pp | 69.6%+10.6pp | 70.7%+9.4pp |
| Annual return | 19.43% | 19.98%-0.5pp | 37.87%-18.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,613 | $2,150-25.0% | $2,535-36.4% | $2,637-38.8% |
| Participant deferral / active EE | $3,219 | $3,558-9.5% | $3,833-16.0% | $4,528-28.9% |
| Admin fee / account holder | $206 | $398-48.2% | $5,472-96.2% | $348-40.7% |