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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $67,901 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,824 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $9,013 |
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 | $36,198 | $66,457-45.5% | $81,382-55.5% | $77,643-53.4% |
| Participation rate | 95.4% | 68.7%+26.7pp | 69.5%+25.9pp | 70.6%+24.9pp |
| Annual return | 13.81% | 15.93%-2.1pp | 24.73%-10.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,477 | $2,159+14.7% | $2,463+0.6% | $2,726-9.1% |
| Participant deferral / active EE | $4,681 | $3,679+27.2% | $3,883+20.6% | $4,647+0.7% |
| Admin fee / account holder | $210 | $583-63.9% | $5,768-96.4% | $430-51.2% |