Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 4-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 LLC1 year Filed as: SENTINEL PENSION Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,666 |
SECOND LINE CAPITAL LLC1 year Filed as: SECOND LINE CAPITAL , LLC Service code 26 · EIN 92-3387385 2800 VETERANS MEMORIAL BLVD · METAIRIE, LA 70002 | Advisory (Participants) | $5,631 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,920 |
NATIONWIDE1 year Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,751 | $50,815-61.1% | $155,509-87.3% | $77,643-74.6% |
| Participation rate | 11.3% | 63.1%-51.9pp | 78.2%-66.9pp | 70.6%-59.3pp |
| Annual return | 11.42% | 34.80%-23.4pp | 64.67%-53.2pp | 31.24%-19.8pp |
| Employer contribution / active EE | $92 | $1,993-95.4% | $4,672-98.0% | $2,726-96.6% |
| Participant deferral / active EE | $299 | $2,822-89.4% | $5,626-94.7% | $4,647-93.6% |
| Admin fee / account holder | $118 | $437-72.9% | $15,912-99.3% | $430-72.5% |