Filed June 22, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $22,302 |
Filed as: SIGMA PLANNING - CORVIS CAPITAL LLC Service code 27 · EIN 38-2472558 | Advisory (Plan) | $21,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,061 | $71,883-35.9% | $86,677-46.9% | $68,494-32.8% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -18.26% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,159 | $2,173-46.7% | $2,836-59.1% | $2,596-55.4% |
| Participant deferral / active EE | $4,428 | $3,779+17.2% | $4,656-4.9% | $4,027+10.0% |
| Admin fee / account holder | $416 | $6,112-93.2% | $7,493-94.4% | $5,403-92.3% |