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 COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $53,200 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $31,706 |
MEYERS BROTHERS KALICKA, PC8+ years Filed as: MEYERS BROTHERS KALICKA Service code 10 · EIN 04-2713795 | Accounting | $12,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -19.54% | 39.77%-59.3pp | 111.29%-130.8pp | 39.77%-59.3pp |
| Employer contribution / active EE | $8,571 | $19,959-57.1% | $46,003-81.4% | $19,959-57.1% |
| Participant deferral / active EE | $2,465 | $614+301.7% | $62+3900.0% | $614+301.7% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |