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 CORPORATION3+ years Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $34,914 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
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 | $92,755 | $50,385+84.1% | $75,670+22.6% | $62,292+48.9% |
| Participation rate | 97.5% | 67.7%+29.7pp | 72.3%+25.1pp | 69.5%+27.9pp |
| Annual return | 15.11% | 19.90%-4.8pp | 27.34%-12.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $5,052 | $1,537+228.6% | $2,352+114.8% | $2,042+147.4% |
| Participant deferral / active EE | $8,181 | $2,445+234.5% | $3,142+160.3% | $3,169+158.1% |
| Admin fee / account holder | $170 | $384-55.7% | $5,800-97.1% | $479-64.5% |