Filed September 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $10,000 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Finders' fees / placement fees | $0 |
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 | $50,603 | $33,067+53.0% | $76,523-33.9% | $56,287-10.1% |
| Participation rate | 79.3% | 55.4%+23.9pp | 68.0%+11.3pp | 69.9%+9.4pp |
| Annual return | -4.29% | 2.72%-7.0pp | -0.27%-4.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,654 | $2,240+241.7% | $3,835+99.6% | $3,350+128.5% |
| Admin fee / account holder | $65 | $537-87.9% | $4,848-98.7% | $521-87.6% |