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 COMPANY4+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $116,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,789 | $82,546+120.2% | $140,016+29.8% | $75,289+141.5% |
| Participation rate | 98.9% | 88.4%+10.6pp | 87.5%+11.4pp | 72.4%+26.5pp |
| Annual return | 0.77% | -0.36%+1.1pp | 651.12%-650.4pp | -0.04%+0.8pp |
| Employer contribution / active EE | $5,086 | $3,856+31.9% | $5,606-9.3% | $2,405+111.5% |
| Participant deferral / active EE | $7,893 | $5,731+37.7% | $6,927+13.9% | $3,739+111.1% |
| Admin fee / account holder | $17 | $86-80.3% | $10,705-99.8% | $102-83.5% |