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 COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$126,982 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $290,169 | $53,932+438.0% | $134,143+116.3% | $90,288+221.4% |
| Participation rate | 95.9% | 60.4%+35.5pp | 72.2%+23.7pp | 73.4%+22.5pp |
| Annual return | 16.73% | 23.16%-6.4pp | 36.33%-19.6pp | 53.97%-37.2pp |
| Employer contribution / active EE | $13,515 | $1,611+738.9% | $3,704+264.9% | $2,524+435.4% |
| Participant deferral / active EE | $10,889 | $2,432+347.7% | $3,499+211.2% | $4,232+157.3% |
| Admin fee / account holder | $104 | $104+0.7% | $6,684-98.4% | $114-8.5% |