Filed April 30, 2008
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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,425 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $2,456 |
Employer contribution per participant 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 | $27,053 | $47,746-43.3% | $70,164-61.4% | $74,419-63.6% |
| Participation rate | 77.4% | 72.7%+4.7pp | 78.8%-1.5pp | 70.7%+6.6pp |
| Annual return | 15.26% | 18.37%-3.1pp | 18.87%-3.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $781 | $2,297-66.0% | $4,287-81.8% | $2,637-70.4% |
| Participant deferral / active EE | $1,849 | $3,187-42.0% | $5,395-65.7% | $4,528-59.2% |
| Admin fee / account holder | $26 | $567-95.4% | $4,561-99.4% | $348-92.4% |