See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $22,043 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,586 | $54,590+54.9% | $81,930+3.2% | $73,488+15.1% |
| Participation rate | 80.8% | 68.3%+12.5pp | 72.0%+8.8pp | 70.7%+10.1pp |
| Annual return | 13.25% | 17.74%-4.5pp | 29.49%-16.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $3,033 | $1,636+85.4% | $4,310-29.6% | $2,270+33.6% |
| Participant deferral / active EE | $4,610 | $2,759+67.1% | $7,107-35.1% | $3,740+23.3% |
| Admin fee / account holder | $251 | $592-57.6% | $5,158-95.1% | $513-51.1% |