Filed June 1, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $29,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,461 | $40,113+0.9% | $84,015-51.8% | $77,787-48.0% |
| Participation rate | 32.2% | 62.8%-30.6pp | 69.0%-36.9pp | 73.2%-41.1pp |
| Annual return | 21.58% | 23.27%-1.7pp | 71.31%-49.7pp | 32.57%-11.0pp |
| Employer contribution / active EE | $300 | $847-64.6% | $1,983-84.9% | $2,504-88.0% |
| Participant deferral / active EE | $1,733 | $2,030-14.6% | $3,239-46.5% | $3,967-56.3% |
| Admin fee / account holder | $49 | $92-46.9% | $6,101-99.2% | $100-51.4% |