Filed May 6, 2011 (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 |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 28 · EIN 13-1835864 | Investment Management | $7,400 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $378 |
Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,083 | $78,181-56.4% | $57,343-40.6% | $67,505-49.5% |
| Participation rate | 67.2% | 76.6%-9.4pp | 75.1%-7.9pp | 71.2%-4.0pp |
| Annual return | 2.75% | 2.76%0pp | 24.39%-21.6pp | 6.52%-3.8pp |
| Employer contribution / active EE | $1,548 | $3,924-60.6% | $2,689-42.4% | $2,173-28.8% |
| Participant deferral / active EE | $1,870 | $3,501-46.6% | $3,162-40.9% | $3,597-48.0% |
| Admin fee / account holder | $2 | $27-93.8% | $3,356-100.0% | $56-97.1% |