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 7-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 |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $12,171 |
SENTINEL PENSION ADVISORS7+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $9,641 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,826 | $60,892-16.5% | $82,389-38.3% | $84,808-40.1% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.5pp | 68.3%+15.7pp |
| Annual return | 17.65% | 37.29%-19.6pp | 28.67%-11.0pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,327 | $1,779-25.4% | $2,517-47.3% | $2,631-49.6% |
| Participant deferral / active EE | $3,421 | $3,179+7.6% | $4,155-17.7% | $4,212-18.8% |
| Admin fee / account holder | $246 | $5,467-95.5% | $7,231-96.6% | $7,344-96.7% |