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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $30,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,109 | $43,466+22.2% | $90,951-41.6% | $90,288-41.2% |
| Participation rate | 38.6% | 62.5%-23.8pp | 69.0%-30.4pp | 73.4%-34.7pp |
| Annual return | 14.38% | 25.26%-10.9pp | 134.60%-120.2pp | 53.97%-39.6pp |
| Employer contribution / active EE | $111 | $840-86.8% | $2,122-94.8% | $2,524-95.6% |
| Participant deferral / active EE | $2,316 | $2,138+8.4% | $3,373-31.3% | $4,232-45.3% |
| Admin fee / account holder | $57 | $92-37.6% | $5,959-99.0% | $114-49.7% |