See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $20,869 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,298 | $101,317-35.6% | $146,958-55.6% | $74,495-12.3% |
| Participation rate | 84.4% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 18.08% | 8730.91%-8712.8pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,279 | $3,810-13.9% | $4,933-33.5% | $2,623+25.0% |
| Participant deferral / active EE | $7,792 | $7,303+6.7% | $8,070-3.4% | $4,346+79.3% |
| Admin fee / account holder | $191 | $1,739-89.0% | $12,998-98.5% | $1,942-90.1% |