Filed July 30, 2006
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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $580 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $284 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,391 | $136,307+178.3% | $177,821+113.4% | $73,488+416.3% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.4pp | 70.7%+28.4pp |
| Annual return | 3.37% | 18.68%-15.3pp | 48.32%-45.0pp | 28.51%-25.1pp |
| Employer contribution / active EE | $3,557 | $3,712-4.2% | $5,918-39.9% | $2,270+56.7% |
| Participant deferral / active EE | $11,832 | $5,829+103.0% | $7,714+53.4% | $3,740+216.4% |
| Admin fee / account holder | $7 | $596-98.9% | $12,427-99.9% | $513-98.7% |