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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $38,532 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,826 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,501 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,671 | $58,264-71.4% | $86,612-80.8% | $71,457-76.7% |
| Participation rate | 89.5% | 65.0%+24.5pp | 71.7%+17.8pp | 67.9%+21.6pp |
| Annual return | 17.99% | 21.63%-3.6pp | 591.07%-573.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $192 | $2,574-92.6% | $3,022-93.7% | $2,588-92.6% |
| Participant deferral / active EE | $4,872 | $3,436+41.8% | $4,438+9.8% | $4,289+13.6% |
| Admin fee / account holder | $177 | $1,057-83.2% | $5,614-96.8% | $1,587-88.8% |