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 | $27,754 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $16,702 |
SENTINEL PENSION ADVISORS5+ 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 | $99,183 | $88,515+12.1% | $162,163-38.8% | $67,579+46.8% |
| Participation rate | 88.8% | 86.8%+2.0pp | 87.6%+1.3pp | 71.3%+17.5pp |
| Annual return | 24.12% | 27.04%-2.9pp | 115.59%-91.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,727 | $3,563-23.5% | $5,614-51.4% | $2,148+27.0% |
| Participant deferral / active EE | $8,228 | $5,724+43.8% | $7,298+12.7% | $3,539+132.5% |
| Admin fee / account holder | $194 | $124+56.6% | $10,843-98.2% | $142+36.1% |