Filed March 7, 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, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $57,140 |
Service code 27 215 E. RIDGEWOOD AVE · RIDGEWOOD, NJ 07450 | Advisory (Plan) | $17,500 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $12,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,635 | $65,946-23.2% | $81,783-38.1% | $77,671-34.8% |
| Participation rate | 42.3% | 65.8%-23.5pp | 72.4%-30.1pp | 70.6%-28.3pp |
| Annual return | 15.44% | 26.65%-11.2pp | 775.05%-759.6pp | 31.21%-15.8pp |
| Employer contribution / active EE | $549 | $2,371-76.8% | $2,913-81.1% | $2,726-79.9% |
| Participant deferral / active EE | $1,822 | $3,507-48.0% | $4,320-57.8% | $4,648-60.8% |
| Admin fee / account holder | $170 | $527-67.7% | $7,380-97.7% | $430-60.4% |