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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $41,033 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $5,778 |
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 | $64,107 | $48,698+31.6% | $93,606-31.5% | $199,593-67.9% |
| Participation rate | 41.1% | 63.5%-22.4pp | 68.7%-27.6pp | 72.0%-30.9pp |
| Annual return | 13.69% | 15.34%-1.6pp | 133.20%-119.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $505 | $1,135-55.5% | $2,420-79.1% | $3,034-83.4% |
| Participant deferral / active EE | $3,050 | $2,817+8.3% | $4,411-30.9% | $5,087-40.0% |
| Admin fee / account holder | $67 | $195-65.8% | $8,285-99.2% | $269-75.2% |