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 ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $31,213 |
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 | $52,631 | $39,973+31.7% | $79,550-33.8% | $77,904-32.4% |
| Participation rate | 40.2% | 64.6%-24.4pp | 69.5%-29.3pp | 73.7%-33.5pp |
| Annual return | -16.48% | 3.42%-19.9pp | 0.16%-16.6pp | 12.21%-28.7pp |
| Employer contribution / active EE | $583 | $1,088-46.4% | $2,413-75.8% | $2,848-79.5% |
| Participant deferral / active EE | $3,031 | $2,774+9.3% | $3,985-23.9% | $4,806-36.9% |
| Admin fee / account holder | $58 | $113-48.6% | $6,832-99.2% | $133-56.2% |