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 COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $5,433 |
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 | $58,198 | $42,548+36.8% | $74,550-21.9% | $56,287+3.4% |
| Participation rate | 71.3% | 60.5%+10.8pp | 69.1%+2.2pp | 69.9%+1.5pp |
| Annual return | -5.90% | 12.40%-18.3pp | 32.53%-38.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $598 | $855-30.1% | $1,961-69.5% | $2,111-71.7% |
| Participant deferral / active EE | $4,727 | $2,277+107.6% | $3,108+52.1% | $3,350+41.1% |
| Admin fee / account holder | $51 | $467-89.0% | $5,060-99.0% | $521-90.2% |