Filed December 3, 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 |
|---|---|---|
SIGMA FINANCIAL CORPORATION2+ years Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $44,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,639 | $63,905-17.6% | $74,183-29.0% | $57,658-8.7% |
| Participation rate | 74.4% | 79.8%-5.4pp | 76.6%-2.2pp | 70.2%+4.2pp |
| Annual return | 6.90% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $855 | $1,840-53.6% | $2,370-63.9% | $1,974-56.7% |
| Participant deferral / active EE | $2,785 | $3,448-19.2% | $3,550-21.5% | $3,061-9.0% |
| Admin fee / account holder | $121 | $91+33.1% | $5,586-97.8% | $95+28.3% |