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 COMPANY4+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,840 | $66,310-36.9% | $93,606-55.3% | $65,185-35.8% |
| Participation rate | 79.6% | 74.0%+5.6pp | 75.8%+3.8pp | 70.2%+9.4pp |
| Annual return | 5.56% | 42.58%-37.0pp | 32.76%-27.2pp | 29.38%-23.8pp |
| Employer contribution / active EE | $544 | $2,012-73.0% | $2,718-80.0% | $2,177-75.0% |
| Participant deferral / active EE | $1,911 | $3,342-42.8% | $4,069-53.0% | $3,514-45.6% |
| Admin fee / account holder | $22 | $6,897-99.7% | $7,888-99.7% | $847-97.4% |