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 COMPANY5+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,497 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,108 | $70,908-44.8% | $98,907-60.5% | $73,488-46.8% |
| Participation rate | 98.7% | 73.8%+24.9pp | 76.0%+22.7pp | 70.7%+28.0pp |
| Annual return | 5.89% | 34.17%-28.3pp | 196.43%-190.5pp | 28.51%-22.6pp |
| Employer contribution / active EE | $629 | $2,036-69.1% | $2,689-76.6% | $2,270-72.3% |
| Participant deferral / active EE | $1,979 | $3,500-43.4% | $4,244-53.4% | $3,740-47.1% |
| Admin fee / account holder | $24 | $535-95.5% | $6,642-99.6% | $513-95.3% |