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.
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 |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 99 | Other Fees | $40,628 |
ACTUARIAL BENEFITS CORP3 years Service code 99 | Other Fees | $3,750 |
Filed as: SFG RETIREMENT PLAN CONSULING LLC Service code 99 · EIN 46-4984194 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,389 | $58,083+55.6% | $80,019+13.0% | $56,287+60.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.68% | 34.61%-38.3pp | 11.22%-14.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $7,216 | $1,932+273.5% | $2,468+192.4% | $2,111+241.8% |
| Participant deferral / active EE | $4,155 | $3,135+32.5% | $3,686+12.7% | $3,350+24.0% |
| Admin fee / account holder | $76 | $623-87.8% | $6,521-98.8% | $521-85.4% |