Filed October 29, 2020
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 ADVISORS6 years Filed as: SENTINEL PLAN ADVISORS Service code 27 · EIN 84-3076530 | Advisory (Plan) | $48,967 |
T&C SERVICE ENTERPRISES, LLC11+ years Service code 27 · EIN 47-1189249 | Advisory (Plan) | $18,181 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 11 · EIN 04-3015876 | Actuarial | $16,885 |
CHARLES SCHWAB & CO., INC.10+ years Service code 50 · EIN 94-1737782 | Direct Payment | $11,775 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 17.1%-17.1pp |
| Annual return | 11.70% | 9.28%+2.4pp | 37.43%-25.7pp | 9.82%+1.9pp |
| Employer contribution / active EE | $8,000 | $10,325-22.5% | $38,058-79.0% | $13,587-41.1% |
| Participant deferral / active EE | $0 | $34-100.0% | $121-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |