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 10-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 |
|---|---|---|
SIGMA FINANCIAL SERVICES, INC.3+ years Service code 27 · EIN 54-1874503 | Advisory (Plan) | $7,500 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,047 | $63,299+2.8% | $91,001-28.5% | $62,292+4.4% |
| Participation rate | 58.6% | 73.3%-14.7pp | 75.6%-17.0pp | 69.5%-10.9pp |
| Annual return | 13.28% | 20.99%-7.7pp | 4.60%+8.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $776 | $1,807-57.1% | $2,456-68.4% | $2,042-62.0% |
| Participant deferral / active EE | $1,867 | $2,943-36.6% | $3,547-47.4% | $3,169-41.1% |
| Admin fee / account holder | $87 | $468-81.3% | $5,417-98.4% | $479-81.8% |