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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $16,541 |
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 27 225 S LAKE AVE · PASADENA, CA 911014860 | Advisory (Plan) | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,881 | $56,485-41.8% | $185,823-82.3% | $86,799-62.1% |
| Participation rate | 25.9% | 65.5%-39.5pp | 81.7%-55.8pp | 72.3%-46.3pp |
| Annual return | 16.89% | 118.04%-101.1pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,024 | $2,553-59.9% | $5,568-81.6% | $4,131-75.2% |
| Admin fee / account holder | $184 | $150+23.2% | $16,237-98.9% | $170+8.7% |