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 ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $45,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,521 | $36,916+166.9% | $156,549-37.1% | $57,658+70.9% |
| Participation rate | 84.4% | 63.4%+21.0pp | 84.0%+0.4pp | 70.2%+14.2pp |
| Annual return | 7.92% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $9,276 | $1,571+490.6% | $5,501+68.6% | $1,974+370.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $95 | $82+15.1% | $13,027-99.3% | $95+0.4% |