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 10-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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,359 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,113 |
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 | $86,492 | $80,724+7.1% | $103,333-16.3% | $74,495+16.1% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 16.33% | 27.56%-11.2pp | 24.88%-8.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,126 | $3,157+30.7% | $3,868+6.7% | $2,623+57.3% |
| Participant deferral / active EE | $9,092 | $3,860+135.5% | $5,057+79.8% | $4,346+109.2% |
| Admin fee / account holder | $142 | $2,368-94.0% | $8,355-98.3% | $1,942-92.7% |