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 MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$177,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $313,451 | $62,943+398.0% | $142,863+119.4% | $93,030+236.9% |
| Participation rate | 82.3% | 63.3%+18.9pp | 71.9%+10.3pp | 73.9%+8.4pp |
| Annual return | 18.20% | 16.28%+1.9pp | 5637.54%-5619.3pp | 158.70%-140.5pp |
| Employer contribution / active EE | $11,333 | $1,374+725.1% | $4,144+173.5% | $2,706+318.9% |
| Participant deferral / active EE | $9,493 | $2,841+234.2% | $3,837+147.4% | $4,562+108.1% |
| Admin fee / account holder | $108 | $103+5.6% | $6,560-98.3% | $152-28.5% |