Filed February 14, 2014
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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $17,475 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,430 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $707 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,500 | $66,124-78.1% | $90,404-84.0% | $73,488-80.3% |
| Participation rate | 93.7% | 69.7%+24.0pp | 72.7%+21.0pp | 70.7%+23.0pp |
| Annual return | 16.06% | 17.65%-1.6pp | 1293.02%-1277.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $508 | $2,346-78.4% | $3,262-84.4% | $2,270-77.6% |
| Participant deferral / active EE | $4,268 | $3,039+40.5% | $3,963+7.7% | $3,740+14.1% |
| Admin fee / account holder | $151 | $396-62.0% | $5,611-97.3% | $513-70.6% |