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 ADVISORS7 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $29,213 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $23,207 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,684 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,426 | $84,487-24.9% | $125,339-49.4% | $66,914-5.2% |
| Participation rate | 64.3% | 76.4%-12.1pp | 82.4%-18.1pp | 69.8%-5.5pp |
| Annual return | -17.17% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,303 | $3,553-63.3% | $4,814-72.9% | $2,544-48.8% |
| Participant deferral / active EE | $5,194 | $6,781-23.4% | $7,446-30.3% | $4,237+22.6% |
| Admin fee / account holder | $258 | $685-62.3% | $10,010-97.4% | $593-56.5% |