See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $23,836 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,196 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,055 |
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).
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 | $72,874 | $89,652-18.7% | $141,162-48.4% | $65,185+11.8% |
| Participation rate | 56.2% | 74.7%-18.5pp | 82.5%-26.3pp | 70.2%-14.0pp |
| Annual return | 22.03% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,123 | $5,691-27.6% | $6,709-38.6% | $3,514+17.3% |
| Admin fee / account holder | $288 | $569-49.4% | $10,261-97.2% | $847-66.0% |