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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIRE PLAN CONSULTING Service code 26 · EIN 46-4984194 | Advisory (Participants) | $11,458 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,523 |
BMO HARRIS BANK NA4 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,640 | $78,422-4.8% | $95,952-22.2% | $79,858-6.5% |
| Participation rate | 42.7% | 73.5%-30.8pp | 77.1%-34.4pp | 69.6%-26.9pp |
| Annual return | 21.13% | 19.37%+1.8pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $279 | $1,945-85.7% | $2,541-89.0% | $2,471-88.7% |
| Participant deferral / active EE | $1,550 | $3,440-54.9% | $4,167-62.8% | $3,740-58.6% |
| Admin fee / account holder | $311 | $5,622-94.5% | $6,795-95.4% | $5,306-94.1% |