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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $61,206 |
Service code 27 215 E. RIDGEWOOD AVE · RIDGEWOOD, NJ 07450 | Advisory (Plan) | $18,375 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $11,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,997 | $61,058-11.6% | $71,209-24.2% | $85,563-36.9% |
| Participation rate | 44.3% | 58.6%-14.3pp | 73.8%-29.5pp | 66.0%-21.7pp |
| Annual return | 13.82% | 100.41%-86.6pp | 282.51%-268.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $759 | $2,199-65.5% | $2,721-72.1% | $2,654-71.4% |
| Participant deferral / active EE | $2,047 | $3,173-35.5% | $4,175-51.0% | $4,375-53.2% |
| Admin fee / account holder | $180 | $855-79.0% | $5,349-96.6% | $834-78.4% |