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 |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $645 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,473 | $122,239+284.1% | $184,203+154.9% | $74,495+530.2% |
| Participation rate | 94.8% | 85.5%+9.4pp | 86.8%+8.0pp | 67.2%+27.6pp |
| Annual return | 19.96% | 19.95%0pp | 28.81%-8.9pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $3,507 | $4,537-22.7% | $6,427-45.4% | $2,623+33.7% |
| Participant deferral / active EE | $13,109 | $7,139+83.6% | $9,131+43.6% | $4,346+201.7% |
| Admin fee / account holder | $7 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |