Filed March 11, 2024
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 3-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 |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $34,928 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $24,746 |
NATIONAL FINANCIAL SERVICES1+ years Service code 15 · EIN 04-3523567 | Recordkeeping | $6,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,289 | $179,636-41.4% | $112,228-6.2% | - |
| Participation rate | 96.0% | 66.3%+29.7pp | 75.1%+20.9pp | - |
| Annual return | -15.68% | -16.34%+0.7pp | 27.45%-43.1pp | - |
| Employer contribution / active EE | $1,595 | $2,897-44.9% | $3,635-56.1% | - |
| Participant deferral / active EE | $9,071 | $3,332+172.3% | $4,728+91.9% | - |
| Admin fee / account holder | $505 | $19,809-97.4% | $6,410-92.1% | - |