Filed May 25, 2006
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 5-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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,106 | $64,286-31.4% | $90,951-51.5% | $73,409-39.9% |
| Participation rate | 48.4% | 63.6%-15.2pp | 69.0%-20.6pp | 72.2%-23.8pp |
| Annual return | 10.07% | 21.45%-11.4pp | 134.60%-124.5pp | 59.29%-49.2pp |
| Employer contribution / active EE | $136 | $895-84.8% | $2,122-93.6% | $2,234-93.9% |
| Participant deferral / active EE | $2,780 | $2,453+13.3% | $3,373-17.6% | $3,805-26.9% |
| Admin fee / account holder | $21 | $287-92.5% | $5,959-99.6% | $158-86.4% |