Filed February 21, 2024 (most recent of 6 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,635 |
Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $29,272 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,399 | $129,021-16.8% | $184,203-41.7% | $77,643+38.3% |
| Participation rate | 96.0% | 87.3%+8.6pp | 86.8%+9.1pp | 70.6%+25.4pp |
| Annual return | 14.34% | 33.27%-18.9pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,552 | $4,413+25.8% | $6,427-13.6% | $2,726+103.7% |
| Participant deferral / active EE | $5,131 | $7,297-29.7% | $9,131-43.8% | $4,647+10.4% |
| Admin fee / account holder | $191 | $254-24.9% | $13,901-98.6% | $430-55.7% |