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 COMPANY2+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $130,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,338 | $80,354+112.0% | $133,980+27.1% | $63,975+166.3% |
| Participation rate | 97.6% | 87.5%+10.1pp | 87.1%+10.5pp | 71.1%+26.5pp |
| Annual return | 8.16% | 13.11%-4.9pp | 29.30%-21.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $3,737 | $3,503+6.7% | $5,211-28.3% | $2,182+71.3% |
| Participant deferral / active EE | $6,938 | $5,239+32.4% | $6,282+10.4% | $3,356+106.7% |
| Admin fee / account holder | $20 | $69-70.9% | $9,324-99.8% | $70-71.3% |