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 FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $5,661 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $5,510 |
UNITED OF OMAHA5 years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,737 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,694 | $79,171-62.5% | $102,423-71.0% | $74,495-60.1% |
| Participation rate | 71.7% | 74.8%-3.1pp | 76.5%-4.8pp | 67.2%+4.5pp |
| Annual return | 13.05% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,190 | $2,362-49.6% | $3,023-60.6% | $2,623-54.6% |
| Participant deferral / active EE | $1,880 | $4,415-57.4% | $5,053-62.8% | $4,346-56.7% |
| Admin fee / account holder | $124 | $2,001-93.8% | $9,451-98.7% | $1,942-93.6% |