Filed October 22, 2018
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 CORPORATION1+ years Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $36,777 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $73,958 | $43,550+69.8% | $63,517+16.4% | $52,331+41.3% |
| Participation rate | 97.0% | 65.7%+31.3pp | 71.0%+25.9pp | 68.1%+28.9pp |
| Annual return | 0.94% | 2.03%-1.1pp | -70.30%+71.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,342 | $1,351+221.4% | $2,322+87.0% | $1,882+130.8% |
| Participant deferral / active EE | $7,297 | $2,254+223.8% | $2,953+147.1% | $3,022+141.4% |
| Admin fee / account holder | $184 | $387-52.4% | $5,892-96.9% | $592-68.9% |