Filed January 3, 2011 (most recent of 4 filings on file)
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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $118,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,433 | $75,760+113.1% | $123,104+31.1% | $59,188+172.7% |
| Participation rate | 97.6% | 86.0%+11.6pp | 86.8%+10.9pp | 69.4%+28.2pp |
| Annual return | 3.93% | 2.93%+1.0pp | 13.22%-9.3pp | 5.51%-1.6pp |
| Employer contribution / active EE | $3,757 | $3,415+10.0% | $5,151-27.1% | $2,098+79.1% |
| Participant deferral / active EE | $6,889 | $5,000+37.8% | $6,230+10.6% | $3,265+111.0% |
| Admin fee / account holder | $19 | $61-68.9% | $9,015-99.8% | $92-79.5% |