Filed December 29, 2006 (most recent of 2 filings on file)
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 | $33,740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,647 | $79,184-58.8% | $102,438-68.1% | $74,546-56.2% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 13.28% | 54.95%-41.7pp | 29.37%-16.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,218 | $2,362-6.1% | $3,024-26.6% | $2,624-15.5% |
| Participant deferral / active EE | $5,994 | $4,414+35.8% | $5,054+18.6% | $4,347+37.9% |
| Admin fee / account holder | $130 | $2,001-93.5% | $9,448-98.6% | $1,944-93.3% |