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 |
|---|---|---|
Filed as: CETERA ADVISORS Service code 27 · EIN 84-0858799 | Advisory (Plan) | $33,611 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,555 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 15 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Recordkeeping | $6,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,304 | $89,652-26.0% | $141,162-53.0% | $65,185+1.7% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.5%+0.6pp | 70.2%+12.9pp |
| Annual return | 21.73% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,906 | $5,691-13.8% | $6,709-26.9% | $3,514+39.6% |
| Admin fee / account holder | $329 | $569-42.1% | $10,261-96.8% | $847-61.2% |