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 ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $32,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,591 | $37,196+202.7% | $154,107-26.9% | $55,725+102.0% |
| Participation rate | 84.9% | 64.1%+20.8pp | 83.0%+1.8pp | 70.9%+14.0pp |
| Annual return | -6.16% | 1319.68%-1325.8pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $9,656 | $1,614+498.2% | $5,298+82.3% | $2,078+364.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $62 | $102-38.9% | $13,411-99.5% | $115-46.1% |