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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 |
|---|---|---|
SECURE ASSET MANAGEMENT2 years Service code 26 · EIN 14-1996228 | Advisory (Participants) | $19,250 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $358 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 26 · EIN 38-2472558 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,550 | $81,900-18.7% | $119,609-44.4% | $68,494-2.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.34% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,891 | $2,693-29.8% | $4,232-55.3% | $2,596-27.2% |
| Participant deferral / active EE | $1,234 | $4,148-70.2% | $5,602-78.0% | $4,027-69.3% |
| Admin fee / account holder | $853 | $6,582-87.0% | $10,323-91.7% | $5,403-84.2% |