Filed February 12, 2015
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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $41,994 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $41,182 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $11,175 |
YOUNT, HYDE & BARBOUR, P.C.5 years Filed as: YOUNT, HYDE, BARBOUR, P.C. Service code 10 · EIN 54-1149263 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,961 | $86,897-29.8% | $151,611-59.8% | $64,808-5.9% |
| Participation rate | 91.8% | 87.3%+4.6pp | 87.5%+4.3pp | 71.5%+20.4pp |
| Annual return | -16.85% | -3.57%-13.3pp | 3.33%-20.2pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,985 | $4,010-25.6% | $6,166-51.6% | $2,506+19.1% |
| Participant deferral / active EE | $8,239 | $6,690+23.2% | $8,363-1.5% | $4,310+91.1% |
| Admin fee / account holder | $310 | $153+102.4% | $11,616-97.3% | $188+64.9% |