See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINUS FINANCIAL2 years Service code 27 · EIN 36-3352467 700 COMMERCE DRIVE · OAK BROOK, IL 60523 | Advisory (Plan) | $7,141 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MT. Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE STE. 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $3,317 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,807 | $105,190-87.8% | $98,907-87.1% | $90,288-85.8% |
| Participation rate | 22.6% | 86.4%-63.7pp | 76.0%-53.4pp | 73.4%-50.7pp |
| Annual return | 116.50% | 18.52%+98.0pp | 196.43%-79.9pp | 53.97%+62.5pp |
| Employer contribution / active EE | $198 | $3,831-94.8% | $2,689-92.6% | $2,524-92.2% |
| Participant deferral / active EE | $1,152 | $5,616-79.5% | $4,244-72.9% | $4,232-72.8% |
| Admin fee / account holder | $22 | $97-76.9% | $6,642-99.7% | $114-80.3% |