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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,942 |
Service code 27 · EIN 84-2942542 | Advisory (Plan) | $19,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,626 | $102,317-73.0% | $146,958-81.2% | $80,856-65.8% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 13.86% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,739 | $3,713-26.2% | $4,933-44.5% | $2,755-0.6% |
| Participant deferral / active EE | $6,959 | $6,644+4.8% | $8,070-13.8% | $4,296+62.0% |
| Admin fee / account holder | $336 | $7,941-95.8% | $12,998-97.4% | $6,918-95.1% |