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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $15,027 |
Filed as: MASS MUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $11,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,723 | $39,859-30.4% | $78,689-64.8% | $57,658-51.9% |
| Participation rate | 42.6% | 66.1%-23.5pp | 73.6%-31.0pp | 70.2%-27.6pp |
| Annual return | 6.18% | 18.96%-12.8pp | 62.18%-56.0pp | 5.13%+1.0pp |
| Employer contribution / active EE | $584 | $1,786-67.3% | $2,851-79.5% | $1,974-70.4% |
| Participant deferral / active EE | $948 | $2,248-57.8% | $3,517-73.0% | $3,061-69.0% |
| Admin fee / account holder | $69 | $76-9.6% | $4,510-98.5% | $95-27.2% |