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 | $27,032 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $16,798 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,607 | $111,608+2.7% | $177,821-35.5% | $73,409+56.1% |
| Participation rate | 88.7% | 87.9%+0.8pp | 87.7%+1.0pp | 72.2%+16.5pp |
| Annual return | 11.78% | 18.23%-6.4pp | 48.32%-36.5pp | 59.29%-47.5pp |
| Employer contribution / active EE | $2,800 | $3,796-26.2% | $5,918-52.7% | $2,234+25.4% |
| Participant deferral / active EE | $8,188 | $6,199+32.1% | $7,714+6.1% | $3,805+115.2% |
| Admin fee / account holder | $169 | $166+1.8% | $12,427-98.6% | $158+6.8% |