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 | $188,195 |
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 | $500,410 | $52,293+856.9% | $178,490+180.4% | $73,409+581.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.68% | 34.75%-15.1pp | 151.07%-131.4pp | 59.29%-39.6pp |
| Employer contribution / active EE | $25,835 | $1,735+1388.7% | $5,011+415.6% | $2,234+1056.6% |
| Participant deferral / active EE | $10,656 | $2,332+356.9% | $5,202+104.9% | $3,805+180.0% |
| Admin fee / account holder | $282 | $127+121.6% | $13,984-98.0% | $158+78.7% |