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 COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $30,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$138,915 |
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 | $231,857 | $52,149+344.6% | $122,332+89.5% | $77,958+197.4% |
| Participation rate | 79.8% | 58.6%+21.3pp | 71.6%+8.2pp | 71.6%+8.2pp |
| Annual return | 18.88% | 17.75%+1.1pp | 30.27%-11.4pp | 20.87%-2.0pp |
| Employer contribution / active EE | $9,969 | $1,750+469.8% | $4,050+146.1% | $2,310+331.5% |
| Participant deferral / active EE | $7,134 | $2,114+237.4% | $3,287+117.1% | $3,537+101.7% |
| Admin fee / account holder | -$70 | $93-175.5% | $5,478-101.3% | $97-172.2% |