Filed December 26, 2002
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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY2+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $2,124 |
Annual investment return 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 | $56,892 | $51,466+10.5% | $78,778-27.8% | $62,292-8.7% |
| Participation rate | 75.7% | 59.8%+15.9pp | 69.2%+6.5pp | 69.5%+6.1pp |
| Annual return | 11.34% | 19.96%-8.6pp | 35.62%-24.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $463 | $827-44.0% | $1,986-76.7% | $2,042-77.3% |
| Participant deferral / active EE | $4,723 | $2,147+119.9% | $2,958+59.6% | $3,169+49.0% |
| Admin fee / account holder | $55 | $489-88.7% | $5,134-98.9% | $479-88.4% |