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 |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,927 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $11,746 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $10,000 |
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 | $83,850 | $80,005+4.8% | $140,016-40.1% | $55,725+50.5% |
| Participation rate | 86.8% | 87.0%-0.2pp | 87.5%-0.7pp | 70.9%+16.0pp |
| Annual return | 10.83% | 0.46%+10.4pp | 651.12%-640.3pp | 244.93%-234.1pp |
| Employer contribution / active EE | $1,945 | $3,403-42.8% | $5,606-65.3% | $2,078-6.4% |
| Participant deferral / active EE | $7,277 | $5,264+38.2% | $6,927+5.0% | $3,356+116.9% |
| Admin fee / account holder | $110 | $116-5.0% | $10,705-99.0% | $115-4.6% |