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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.
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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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 80-6052574 | Recordkeeping | $205,700 |
Service code 16 · EIN 43-1451524 | Consulting | $18,000 |
SIGMA FINANCIAL CORPORATION5+ years Filed as: SIGMA PLANNING CORPORATION Service code 16 · EIN 38-2472558 | Consulting | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,332 | $53,911-19.6% | $130,648-66.8% | $77,787-44.3% |
| Participation rate | 99.2% | 60.2%+39.0pp | 71.7%+27.4pp | 73.2%+26.0pp |
| Annual return | 21.87% | 21.93%-0.1pp | 1708.96%-1687.1pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,490 | $1,826-18.4% | $4,092-63.6% | $2,504-40.5% |
| Participant deferral / active EE | $2,871 | $2,288+25.5% | $3,603-20.3% | $3,967-27.6% |
| Admin fee / account holder | $92 | $129-28.2% | $5,464-98.3% | $100-7.6% |