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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $29,643 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $10,647 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,716 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,612 | $47,722-75.7% | $82,719-86.0% | $64,808-82.1% |
| Participation rate | 85.8% | 67.6%+18.1pp | 72.6%+13.2pp | 71.5%+14.3pp |
| Annual return | -16.64% | -13.05%-3.6pp | 701.18%-717.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $166 | $2,179-92.4% | $3,009-94.5% | $2,506-93.4% |
| Participant deferral / active EE | $4,358 | $3,329+30.9% | $4,395-0.8% | $4,310+1.1% |
| Admin fee / account holder | $131 | $143-8.4% | $5,329-97.5% | $188-30.3% |