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: THIRD SIGMA INVESTMENT ADVISORS Service code 26 700 NORTH CLAYTON ST · WILMINGTON, DE 19805 | Advisory (Participants) | $38,212 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,810 |
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 | $87,538 | $61,156+43.1% | $185,823-52.9% | $79,386+10.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.33% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $5,826 | $2,321+151.1% | $5,167+12.8% | $2,427+140.0% |
| Participant deferral / active EE | $3,943 | $2,789+41.4% | $5,568-29.2% | $4,046-2.5% |
| Admin fee / account holder | $231 | $710-67.4% | $16,237-98.6% | $626-63.1% |