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 ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $51,334 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $1,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,672 | $37,117+144.3% | $147,614-38.6% | $55,191+64.3% |
| Participation rate | 84.5% | 63.6%+20.9pp | 84.6%-0.2pp | 69.2%+15.3pp |
| Annual return | -0.39% | 3.44%-3.8pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $9,234 | $1,620+469.8% | $5,564+65.9% | $1,899+386.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $117 | $86+36.7% | $11,611-99.0% | $91+28.8% |