Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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 COMPANY5+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,230 | $54,121+576.7% | $134,143+173.0% | $73,409+398.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 6.70% | -312.52%+319.2pp | 36.33%-29.6pp | 59.29%-52.6pp |
| Employer contribution / active EE | $24,926 | $1,402+1678.1% | $3,704+573.0% | $2,234+1016.0% |
| Participant deferral / active EE | $19,687 | $2,844+592.2% | $3,499+462.7% | $3,805+417.3% |
| Admin fee / account holder | $7 | $132-94.5% | $6,684-99.9% | $158-95.4% |