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 COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,665 |
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.
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 | $43,456 | $42,353+2.6% | $79,550-45.4% | $64,808-32.9% |
| Participation rate | 45.5% | 64.8%-19.3pp | 69.5%-24.0pp | 71.5%-26.0pp |
| Annual return | -11.87% | -12.24%+0.4pp | 0.16%-12.0pp | 32.82%-44.7pp |
| Employer contribution / active EE | $229 | $1,181-80.6% | $2,413-90.5% | $2,506-90.9% |
| Participant deferral / active EE | $3,043 | $3,170-4.0% | $3,985-23.6% | $4,310-29.4% |
| Admin fee / account holder | $14 | $160-91.0% | $6,832-99.8% | $188-92.4% |