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 ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $22,236 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,945 | $50,956+9.8% | $96,562-42.1% | $86,799-35.5% |
| Participation rate | 42.0% | 65.2%-23.2pp | 69.8%-27.8pp | 72.3%-30.2pp |
| Annual return | 14.29% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $569 | $1,111-48.8% | $2,356-75.9% | $2,405-76.3% |
| Participant deferral / active EE | $2,961 | $2,954+0.2% | $3,849-23.1% | $4,131-28.3% |
| Admin fee / account holder | $41 | $166-75.0% | $6,181-99.3% | $170-75.5% |