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 | $37,375 |
ACTUARIAL BENEFITS CORP5 years Service code 99 | Other Fees | $3,125 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,096 | $70,908+76.4% | $98,907+26.5% | $73,488+70.2% |
| Participation rate | 76.2% | 73.8%+2.4pp | 76.0%+0.2pp | 70.7%+5.5pp |
| Annual return | 12.30% | 34.17%-21.9pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $6,382 | $2,036+213.4% | $2,689+137.3% | $2,270+181.1% |
| Participant deferral / active EE | $3,335 | $3,500-4.7% | $4,244-21.4% | $3,740-10.8% |
| Admin fee / account holder | $7 | $535-98.7% | $6,642-99.9% | $513-98.6% |