Filed July 14, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIEMENT PLAN CONSULTING, LLC Service code 99 | Other Fees | $32,153 |
ACTUARIAL BENEFITS CORP1 year Service code 99 | Other Fees | $3,750 |
Filed as: SFG RETIREMENT PLAN CONSULING LLC Service code 99 · EIN 46-4984194 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,457 | $58,828+23.2% | $78,002-7.1% | $62,881+15.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $7,162 | $1,672+328.4% | $2,470+189.9% | $2,281+214.0% |
| Participant deferral / active EE | $3,817 | $2,686+42.1% | $3,497+9.1% | $3,203+19.2% |
| Admin fee / account holder | $26 | $4,393-99.4% | $5,481-99.5% | $4,296-99.4% |