Filed November 9, 2005
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 |
|---|---|---|
Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 | Other Fees | $6,874 |
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.
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 | $27,108 | $48,570-44.2% | $130,648-79.3% | $72,985-62.9% |
| Participation rate | 51.3% | 58.6%-7.3pp | 71.7%-20.5pp | 69.5%-18.2pp |
| Annual return | 11.61% | 38.63%-27.0pp | 1708.96%-1697.4pp | 81.00%-69.4pp |
| Employer contribution / active EE | $603 | $1,334-54.8% | $4,092-85.3% | $2,440-75.3% |
| Participant deferral / active EE | $1,519 | $2,384-36.3% | $3,603-57.8% | $3,607-57.9% |
| Admin fee / account holder | $83 | $3,549-97.7% | $5,464-98.5% | $5,124-98.4% |