Filed October 10, 2019
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 27 225 S LAKE AVE · PASADENA, CA 911014860 | Advisory (Plan) | $13,350 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $12,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,943 | $62,928-63.5% | $172,739-86.7% | $67,579-66.1% |
| Participation rate | 22.4% | 64.5%-42.0pp | 82.6%-60.2pp | 71.3%-48.8pp |
| Annual return | 21.86% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $874 | $2,145-59.2% | $5,198-83.2% | $3,539-75.3% |
| Admin fee / account holder | $174 | $167+4.7% | $13,954-98.7% | $142+22.6% |