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 COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $5,048 |
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.
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 | $48,999 | $50,956-3.8% | $96,562-49.3% | $86,799-43.5% |
| Participation rate | 45.2% | 65.2%-20.1pp | 69.8%-24.6pp | 72.3%-27.1pp |
| Annual return | 12.22% | 21.27%-9.0pp | 37.78%-25.6pp | 97.91%-85.7pp |
| Employer contribution / active EE | $239 | $1,111-78.5% | $2,356-89.9% | $2,405-90.1% |
| Participant deferral / active EE | $3,138 | $2,954+6.2% | $3,849-18.5% | $4,131-24.0% |
| Admin fee / account holder | $24 | $166-85.5% | $6,181-99.6% | $170-85.8% |