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 9-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 ADVISORS2 years Service code 27 55 WALKERS BROOK DR STE 100 · READING, MA 01867 | Advisory (Plan) | $32,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,478 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,679 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,905 | $100,923-29.7% | $150,045-52.7% | $74,304-4.6% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.3%+15.0pp | 60.3%+36.9pp |
| Annual return | 16.21% | 51.77%-35.6pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $15,273 | $6,709+127.6% | $7,997+91.0% | $3,767+305.4% |
| Admin fee / account holder | $202 | $2,767-92.7% | $13,435-98.5% | $2,969-93.2% |