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 ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $52,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,407 | $46,173+160.8% | $170,442-29.4% | $69,631+72.9% |
| Participation rate | 85.1% | 63.9%+21.2pp | 83.6%+1.5pp | 70.7%+14.4pp |
| Annual return | 19.63% | 21.62%-2.0pp | 205.93%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $9,394 | $1,610+483.6% | $5,433+72.9% | $2,032+362.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $104 | $116-10.3% | $13,880-99.3% | $110-5.8% |