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 COMPANY5+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $122,783 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,500 | $95,776+114.6% | $162,163+26.7% | $77,787+164.2% |
| Participation rate | 94.6% | 88.6%+5.9pp | 87.6%+7.0pp | 73.2%+21.4pp |
| Annual return | 14.22% | 37.03%-22.8pp | 115.59%-101.4pp | 32.57%-18.4pp |
| Employer contribution / active EE | $5,730 | $3,874+47.9% | $5,614+2.1% | $2,504+128.8% |
| Participant deferral / active EE | $8,141 | $6,125+32.9% | $7,298+11.5% | $3,967+105.2% |
| Admin fee / account holder | $18 | $88-79.9% | $10,843-99.8% | $100-82.4% |