Filed June 10, 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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,460 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,185 | $58,083-15.3% | $80,019-38.5% | $56,287-12.6% |
| Participation rate | 95.6% | 73.6%+22.0pp | 75.8%+19.8pp | 69.9%+25.8pp |
| Annual return | 7.16% | 34.61%-27.4pp | 11.22%-4.1pp | -9.96%+17.1pp |
| Employer contribution / active EE | $761 | $1,932-60.6% | $2,468-69.2% | $2,111-63.9% |
| Participant deferral / active EE | $2,394 | $3,135-23.6% | $3,686-35.1% | $3,350-28.5% |
| Admin fee / account holder | $28 | $623-95.5% | $6,521-99.6% | $521-94.6% |