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 5-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 | $7,464 |
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 | $57,968 | $44,960+28.9% | $84,966-31.8% | $74,495-22.2% |
| Participation rate | 73.8% | 49.4%+24.5pp | 67.5%+6.3pp | 67.2%+6.6pp |
| Annual return | 18.47% | 26.24%-7.8pp | 66.38%-47.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,252 | $1,457+54.6% | $2,727-17.4% | $2,623-14.1% |
| Participant deferral / active EE | $11,303 | $2,731+313.9% | $4,519+150.1% | $4,346+160.1% |
| Admin fee / account holder | $33 | $2,209-98.5% | $6,149-99.5% | $1,942-98.3% |