Filed October 25, 2018 (most recent of 2 filings on file)
Total covered: 75 employees
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 |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $81,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,006 | $50,815+331.0% | $155,509+40.8% | $77,643+182.1% |
| Participation rate | 83.8% | 63.1%+20.7pp | 78.2%+5.6pp | 70.6%+13.2pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $12,141 | $1,993+509.3% | $4,672+159.9% | $2,726+345.4% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $129 | $437-70.5% | $15,912-99.2% | $430-70.1% |