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 | $14,869 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,986 | $46,292-43.9% | $143,757-81.9% | $64,808-59.9% |
| Participation rate | 26.8% | 64.2%-37.4pp | 80.3%-53.5pp | 71.5%-44.7pp |
| Annual return | -19.52% | -10.05%-9.5pp | -0.04%-19.5pp | 32.82%-52.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,166 | $2,646-55.9% | $5,637-79.3% | $4,310-73.0% |
| Admin fee / account holder | $168 | $154+9.3% | $14,673-98.9% | $188-10.5% |