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 MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$210,715 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,508 | $52,525+361.7% | $117,472+106.4% | $77,904+211.3% |
| Participation rate | 80.5% | 61.6%+18.9pp | 70.6%+9.9pp | 73.7%+6.8pp |
| Annual return | -16.12% | -13.76%-2.4pp | 29.74%-45.9pp | 12.21%-28.3pp |
| Employer contribution / active EE | $11,301 | $2,166+421.8% | $4,176+170.6% | $2,848+296.8% |
| Participant deferral / active EE | $9,486 | $3,087+207.3% | $4,070+133.1% | $4,806+97.4% |
| Admin fee / account holder | $95 | $99-3.8% | $5,645-98.3% | $133-28.0% |