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 |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,325 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $3,761 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,653 | $64,768-57.3% | $76,190-63.7% | $77,643-64.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.3%+20.7pp | 70.6%+29.4pp |
| Annual return | 9.76% | 13.90%-4.1pp | 13.78%-4.0pp | 31.24%-21.5pp |
| Employer contribution / active EE | $920 | $2,747-66.5% | $4,578-79.9% | $2,726-66.2% |
| Participant deferral / active EE | $2,190 | $3,709-40.9% | $5,474-60.0% | $4,647-52.9% |
| Admin fee / account holder | $43 | $1,025-95.8% | $5,123-99.2% | $430-89.9% |