Filed July 12, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $69,412 |
UBS FINANCIAL SERVICES INC2 years Filed as: USB FINANCIAL Service code 27 2155 LOUISIANA BLVD., NE · ALBUQUERUE, NM 87110 | Advisory (Plan) | $37,923 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,427 | $27,243+11.7% | $52,425-42.0% | $79,634-61.8% |
| Participation rate | 95.2% | 22.4%+72.8pp | 55.6%+39.6pp | 62.5%+32.7pp |
| Annual return | 13.03% | 63.36%-50.3pp | 302.12%-289.1pp | 36.46%-23.4pp |
| Employer contribution / active EE | $1,620 | $319+407.4% | $914+77.1% | $2,529-36.0% |
| Participant deferral / active EE | $2,248 | $636+253.7% | $1,790+25.5% | $3,835-41.4% |
| Admin fee / account holder | $154 | $2,105-92.7% | $2,495-93.8% | $1,002-84.7% |