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 COMPANY4+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,990 |
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 | $46,669 | $53,165-12.2% | $86,188-45.9% | $74,419-37.3% |
| Participation rate | 43.1% | 64.9%-21.7pp | 69.0%-25.8pp | 70.7%-27.6pp |
| Annual return | 12.20% | 22.64%-10.4pp | 1168.45%-1156.2pp | 34.38%-22.2pp |
| Employer contribution / active EE | $192 | $1,210-84.1% | $2,380-91.9% | $2,637-92.7% |
| Participant deferral / active EE | $2,429 | $3,234-24.9% | $3,985-39.0% | $4,528-46.4% |
| Admin fee / account holder | $13 | $551-97.7% | $6,852-99.8% | $348-96.3% |