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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $3,696 |
WEALTHPATH INVESTMENT ADVISORS6+ years Service code 27 5305 VILLAGE PARKWAY, SUITE 5 · ROGERS, AR 72758 | Advisory (Plan) | $1,457 |
BOKF, NA1 year Filed as: BOKF, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,018 | $73,638-38.9% | $95,952-53.1% | $73,488-38.7% |
| Participation rate | 68.0% | 76.2%-8.2pp | 77.1%-9.1pp | 70.7%-2.7pp |
| Annual return | 19.43% | 16.78%+2.6pp | 91.61%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $458 | $1,863-75.4% | $2,541-82.0% | $2,270-79.8% |
| Participant deferral / active EE | $2,243 | $3,617-38.0% | $4,167-46.2% | $3,740-40.0% |
| Admin fee / account holder | $198 | $482-58.9% | $6,795-97.1% | $513-61.3% |