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 9-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 26 · EIN 38-2472558 | Advisory (Participants) | $30,983 |
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $6,536 |
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 | $78,746 | $62,267+26.5% | $110,238-28.6% | $55,725+41.3% |
| Participation rate | 92.5% | 78.1%+14.3pp | 79.8%+12.7pp | 70.9%+21.6pp |
| Annual return | -3.41% | -1.07%-2.3pp | 314.74%-318.2pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,846 | $1,941+46.6% | $3,826-25.6% | $2,078+37.0% |
| Participant deferral / active EE | $2,001 | $3,516-43.1% | $4,672-57.2% | $3,356-40.4% |
| Admin fee / account holder | $442 | $121+265.9% | $8,547-94.8% | $115+284.1% |