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 6-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 |
|---|---|---|
Filed as: SIGMA PLANNING CORP Service code 27 · EIN 38-2472558 | Advisory (Plan) | $48,013 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,221 | $101,317-35.6% | $146,958-55.6% | $74,495-12.4% |
| Participation rate | 77.2% | 75.5%+1.7pp | 82.2%-4.9pp | 67.2%+10.0pp |
| Annual return | 20.09% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $4,803 | $3,810+26.0% | $4,933-2.6% | $2,623+83.1% |
| Participant deferral / active EE | $10,670 | $7,303+46.1% | $8,070+32.2% | $4,346+145.5% |
| Admin fee / account holder | $345 | $1,739-80.2% | $12,998-97.3% | $1,942-82.2% |