Filed September 4, 1992
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 |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $55,134 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $19,950 |
MEYERS BROTHERS KALICKA, PC3+ years Filed as: MEYERS BROTHERS KALICKA Service code 10 · EIN 04-2713795 | Accounting | $10,700 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 14.39% | 13.95%+0.4pp | 15.63%-1.2pp | 13.95%+0.4pp |
| Employer contribution / active EE | $6,897 | $16,598-58.4% | $56,677-87.8% | $16,598-58.4% |
| Participant deferral / active EE | $2,055 | $511+302.0% | $93+2099.3% | $511+302.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |