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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,329 |
Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $10,240 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139 |
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 | $93,487 | $99,957-6.5% | $149,696-37.5% | $73,488+27.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.93% | 53.87%-34.9pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $12,004 | $3,191+276.2% | $4,644+158.5% | $2,270+428.8% |
| Participant deferral / active EE | $14,006 | $6,073+130.6% | $6,842+104.7% | $3,740+274.5% |
| Admin fee / account holder | $162 | $551-70.5% | $9,309-98.3% | $513-68.4% |