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 ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $283,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $643,625 | $50,815+1166.6% | $155,509+313.9% | $77,643+729.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.22% | 34.80%-18.6pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $30,427 | $1,993+1426.9% | $4,672+551.2% | $2,726+1016.2% |
| Participant deferral / active EE | $12,982 | $2,822+360.0% | $5,626+130.7% | $4,647+179.3% |
| Admin fee / account holder | $372 | $437-14.8% | $15,912-97.7% | $430-13.6% |