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 COMPANY3+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $134,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,228 | $89,274+105.2% | $149,718+22.4% | $77,958+135.0% |
| Participation rate | 97.3% | 87.6%+9.7pp | 87.1%+10.3pp | 71.6%+25.7pp |
| Annual return | 13.67% | 20.36%-6.7pp | 1501.63%-1488.0pp | 20.87%-7.2pp |
| Employer contribution / active EE | $3,936 | $3,727+5.6% | $5,445-27.7% | $2,310+70.4% |
| Participant deferral / active EE | $7,045 | $5,382+30.9% | $6,569+7.3% | $3,537+99.2% |
| Admin fee / account holder | $20 | $240-91.7% | $11,283-99.8% | $97-79.6% |