See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $10,000 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,731 | $43,717-61.7% | $81,478-79.5% | $77,958-78.5% |
| Participation rate | 23.2% | 42.5%-19.3pp | 68.0%-44.7pp | 71.6%-48.4pp |
| Annual return | 22.41% | 23.83%-1.4pp | 38.78%-16.4pp | 20.87%+1.5pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,716 | $1,783+52.3% | $3,537-23.2% | $3,537-23.2% |
| Admin fee / account holder | $18 | $108-83.2% | $4,561-99.6% | $97-81.4% |