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 | $42,037 |
ACTUARIAL BENEFITS CORP4 years Service code 99 | Other Fees | $3,750 |
Filed as: SFG RETIREMENT PLAN CONSULING LLC Service code 99 · EIN 46-4984194 | Other Fees | $0 |
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).
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 | $106,752 | $66,310+61.0% | $93,606+14.0% | $65,185+63.8% |
| Participation rate | 87.1% | 74.0%+13.1pp | 75.8%+11.3pp | 70.2%+16.9pp |
| Annual return | 15.50% | 42.58%-27.1pp | 32.76%-17.3pp | 29.38%-13.9pp |
| Employer contribution / active EE | $6,750 | $2,012+235.5% | $2,718+148.3% | $2,177+210.1% |
| Participant deferral / active EE | $3,878 | $3,342+16.0% | $4,069-4.7% | $3,514+10.4% |
| Admin fee / account holder | $93 | $6,897-98.7% | $7,888-98.8% | $847-89.0% |