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 ADVISORS6+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $49,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,890 | $52,293+223.0% | $178,490-5.4% | $73,409+130.1% |
| Participation rate | 85.2% | 65.3%+19.9pp | 81.9%+3.3pp | 72.2%+13.1pp |
| Annual return | 19.98% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $9,998 | $1,735+476.1% | $5,011+99.5% | $2,234+347.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $90 | $127-29.6% | $13,984-99.4% | $158-43.3% |