See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $39,189 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,178 | $99,957-22.8% | $149,696-48.4% | $73,488+5.0% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.8pp | 70.7%+23.6pp |
| Annual return | 15.15% | 53.87%-38.7pp | 276.60%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,788 | $3,191+18.7% | $4,644-18.4% | $2,270+66.9% |
| Participant deferral / active EE | $5,921 | $6,073-2.5% | $6,842-13.5% | $3,740+58.3% |
| Admin fee / account holder | $485 | $551-11.9% | $9,309-94.8% | $513-5.4% |