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 COMPANY7+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,190 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,320 | $72,607-41.7% | $90,749-53.4% | $66,914-36.8% |
| Participation rate | 91.7% | 73.7%+18.0pp | 75.7%+16.0pp | 69.8%+21.9pp |
| Annual return | -11.35% | -12.28%+0.9pp | -12.16%+0.8pp | 1.58%-12.9pp |
| Employer contribution / active EE | $391 | $2,369-83.5% | $2,921-86.6% | $2,544-84.6% |
| Participant deferral / active EE | $2,738 | $3,977-31.2% | $4,564-40.0% | $4,237-35.4% |
| Admin fee / account holder | $44 | $707-93.8% | $8,445-99.5% | $593-92.6% |