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 |
|---|---|---|
Service code 27 · EIN 84-2942542 | Advisory (Plan) | $58,079 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,230 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $5,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,309 | $64,119+107.9% | $112,228+18.8% | $66,914+99.2% |
| Participation rate | 75.3% | 68.5%+6.8pp | 75.1%+0.2pp | 69.8%+5.5pp |
| Annual return | -16.56% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,890 | $3,005-3.9% | $3,635-20.5% | $2,544+13.6% |
| Participant deferral / active EE | $6,961 | $3,693+88.5% | $4,728+47.2% | $4,237+64.3% |
| Admin fee / account holder | $554 | $625-11.4% | $6,410-91.4% | $593-6.6% |