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 ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $255,025 |
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 | $579,222 | $56,485+925.4% | $185,823+211.7% | $86,799+567.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 16.56% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $26,196 | $1,843+1321.5% | $5,167+407.0% | $2,405+989.1% |
| Participant deferral / active EE | $10,898 | $2,553+326.9% | $5,568+95.7% | $4,131+163.8% |
| Admin fee / account holder | $374 | $150+150.0% | $16,237-97.7% | $170+120.5% |