Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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 ADVISORS3+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $9,932 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $9,698 |
Filed as: GREAT-WEST LIFE ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,656 |
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 | $82,718 | $89,739-7.8% | $149,718-44.8% | $62,292+32.8% |
| Participation rate | 84.0% | 85.1%-1.1pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 26.85% | 21.01%+5.8pp | 1501.63%-1474.8pp | 28.90%-2.1pp |
| Employer contribution / active EE | $1,982 | $3,233-38.7% | $5,445-63.6% | $2,042-3.0% |
| Participant deferral / active EE | $7,325 | $4,797+52.7% | $6,569+11.5% | $3,169+131.1% |
| Admin fee / account holder | $39 | $551-93.0% | $11,283-99.7% | $479-91.9% |