Retirement plan

SIEGEL ACTUARIAL CONSULTING, INC. 401(K) PROFIT SHARING PLAN

Name: SIEGEL ACTUARIAL CONSULTING, INC. - SIEGEL ACTUARIAL CONSULTING, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SIEGEL ACTUARIAL CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIEGEL ACTUARIAL CONSULTING, INC. 401(K) PROFIT SHARING PLAN, SIEGEL ACTUARIAL CONSULTING, INC.

SIEGEL ACTUARIAL CONSULTING, INC.EIN 65-1279994Plan #001PY 2016

420 COMMONWEALTH DRIVE, SUITE 101 - WARRENDALE, PA 15086724-934-4780sactpa.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$473K

No prior year

Total participants

No prior year

Average account balance

$52,580

No prior year

Annual return

9.81%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$895

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,580

$135,956-61.3%

$123,894-57.6%

$273,972-80.8%

Participation rate

85.7%

84.1%+1.7pp

81.4%+4.3pp

83.0%+2.7pp

Annual return

9.81%

56.63%-46.8pp

47.52%-37.7pp

41.46%-31.6pp

Employer contribution / active EE

$2,768

$5,170-46.5%

$4,617-40.0%

$4,869-43.2%

Participant deferral / active EE

$3,963

$6,343-37.5%

$5,984-33.8%

$5,287-25.0%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

SIEGEL ACTUARIAL CONSULTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIEGEL ACTUARIAL CONSULTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion