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 ADVISORS9+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $239,042 |
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 | $576,105 | $47,126+1122.5% | $149,673+284.9% | $74,419+674.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.55% | 22.75%-3.2pp | 134.42%-114.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $28,377 | $1,905+1389.3% | $4,818+489.0% | $2,637+975.9% |
| Participant deferral / active EE | $12,342 | $2,728+352.4% | $5,680+117.3% | $4,528+172.6% |
| Admin fee / account holder | $325 | $343-5.2% | $13,210-97.5% | $348-6.6% |