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 ADVISORS5+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $210,577 |
SENTINEL PENSION ADVISORS5+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $49,856 |
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 | $421,767 | $62,928+570.2% | $172,739+144.2% | $67,579+524.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 23.69% | 30.36%-6.7pp | 802.84%-779.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $26,026 | $1,636+1490.8% | $5,143+406.1% | $2,148+1111.8% |
| Participant deferral / active EE | $10,336 | $2,145+381.9% | $5,198+98.9% | $3,539+192.0% |
| Admin fee / account holder | $408 | $167+144.6% | $13,954-97.1% | $142+186.4% |