Filed April 28, 2025 (most recent of 2 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $15,570 |
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 99 · EIN 46-4984194 | Other Fees | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,262 | $25,302+229.1% | $74,701+11.5% | $67,579+23.2% |
| Participation rate | 36.0% | 37.8%-1.8pp | 54.5%-18.4pp | 71.3%-35.2pp |
| Annual return | 19.95% | 10291.17%-10271.2pp | 752.92%-733.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $577 | $446+29.2% | $1,084-46.8% | $2,148-73.1% |
| Participant deferral / active EE | $1,145 | $954+20.1% | $1,964-41.7% | $3,539-67.6% |
| Admin fee / account holder | $373 | $108+246.5% | $3,333-88.8% | $142+162.1% |