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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $46,091 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,433 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY · MERRIMACK, NH 03054 | Securities Custodian | $5,098 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,468 | $65,561+2.9% | $91,541-26.3% | $74,304-9.2% |
| Participation rate | 88.2% | 56.6%+31.6pp | 69.8%+18.4pp | 60.3%+27.8pp |
| Annual return | 12.86% | 17.68%-4.8pp | 20.50%-7.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,012 | $1,717-41.1% | $2,505-59.6% | $2,241-54.9% |
| Participant deferral / active EE | $5,414 | $2,918+85.5% | $4,008+35.1% | $3,767+43.7% |
| Admin fee / account holder | $340 | $3,333-89.8% | $6,956-95.1% | $2,969-88.5% |