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 |
|---|---|---|
Service code 99 · EIN 46-4984194 | Other Fees | $40,000 |
ACTUARIAL BENEFITS CORP6 years Service code 49 · EIN 20-1054428 SUITE 300 2790 SKYPARK DR · TORRANCE, CA 90505 | Other Services | $10,866 |
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 99 · EIN 46-4984194 | Other Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,916 | $79,428+58.5% | $106,548+18.2% | $79,386+58.6% |
| Participation rate | 74.8% | 74.1%+0.6pp | 76.1%-1.4pp | 70.7%+4.1pp |
| Annual return | 9.20% | 18.27%-9.1pp | 26.80%-17.6pp | 116.85%-107.7pp |
| Employer contribution / active EE | $6,684 | $2,234+199.2% | $2,819+137.1% | $2,427+175.4% |
| Participant deferral / active EE | $3,829 | $3,823+0.2% | $4,398-12.9% | $4,046-5.3% |
| Admin fee / account holder | $247 | $523-52.8% | $7,407-96.7% | $626-60.6% |