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 COMPANY9+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,480 |
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 | $62,783 | $78,485-20.0% | $106,213-40.9% | $74,495-15.7% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 14.68% | 15.95%-1.3pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $492 | $2,523-80.5% | $3,171-84.5% | $2,623-81.2% |
| Participant deferral / active EE | $3,198 | $4,322-26.0% | $5,016-36.2% | $4,346-26.4% |
| Admin fee / account holder | $43 | $2,232-98.1% | $11,033-99.6% | $1,942-97.8% |