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 COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $35,982 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $206,009 | $43,453+374.1% | $109,313+88.5% | $63,975+222.0% |
| Participation rate | 78.3% | 59.3%+19.0pp | 71.3%+7.0pp | 71.1%+7.2pp |
| Annual return | 9.00% | 9.85%-0.9pp | 22.07%-13.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $10,098 | $1,799+461.2% | $3,892+159.5% | $2,182+362.9% |
| Participant deferral / active EE | $6,792 | $2,093+224.5% | $3,166+114.5% | $3,356+102.3% |
| Admin fee / account holder | $124 | $79+57.5% | $5,666-97.8% | $70+76.5% |