Filed March 1, 2006 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $141,611 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $75,833 |
KSJG, LLP3+ years Filed as: KSJG Service code 50 · EIN 95-3322166 | Direct Payment | $7,188 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,974 | $81,537+91.3% | $149,718+4.2% | $69,631+124.0% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.1%-2.8pp | 70.7%+13.5pp |
| Annual return | 13.98% | 22.79%-8.8pp | 1501.63%-1487.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,739 | $3,239-46.3% | $5,445-68.1% | $2,032-14.4% |
| Participant deferral / active EE | $7,991 | $4,994+60.0% | $6,569+21.6% | $3,224+147.9% |
| Admin fee / account holder | $464 | $107+333.8% | $11,283-95.9% | $110+319.7% |