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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 80-6052574 | Recordkeeping | $227,549 |
SIGMA FINANCIAL CORPORATION4+ years Filed as: SIGMA PLANNING CORPORATION Service code 16 · EIN 38-2472558 | Consulting | $24,000 |
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 | $35,313 | $407,990-91.3% | $121,196-70.9% | $75,289-53.1% |
| Participation rate | 99.2% | 59.5%+39.7pp | 71.7%+27.5pp | 72.4%+26.8pp |
| Annual return | -4.89% | 2.93%-7.8pp | 16.93%-21.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,476 | $1,846-20.0% | $4,022-63.3% | $2,405-38.6% |
| Participant deferral / active EE | $2,663 | $2,201+21.0% | $3,344-20.4% | $3,739-28.8% |
| Admin fee / account holder | $102 | $455-77.6% | $5,019-98.0% | $102-0.4% |