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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $42,700 |
SENTINEL PENSION ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,218 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,689 |
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 | $20,492 | $60,323-66.0% | $81,812-75.0% | $74,495-72.5% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.3%+15.0pp | 67.2%+20.2pp |
| Annual return | 12.05% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $203 | $2,620-92.2% | $2,912-93.0% | $2,623-92.2% |
| Participant deferral / active EE | $4,982 | $3,387+47.1% | $4,319+15.4% | $4,346+14.6% |
| Admin fee / account holder | $249 | $1,486-83.2% | $7,386-96.6% | $1,942-87.2% |