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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $30,808 |
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 | $59,665 | $44,626+33.7% | $86,188-30.8% | $80,160-25.6% |
| Participation rate | 40.2% | 63.5%-23.3pp | 69.0%-28.8pp | 72.9%-32.7pp |
| Annual return | 17.54% | 19.61%-2.1pp | 1168.45%-1150.9pp | 40.38%-22.8pp |
| Employer contribution / active EE | $531 | $1,099-51.7% | $2,380-77.7% | $2,978-82.2% |
| Participant deferral / active EE | $2,972 | $2,769+7.4% | $3,985-25.4% | $5,017-40.8% |
| Admin fee / account holder | $53 | $133-60.0% | $6,852-99.2% | $145-63.3% |