Filed October 15, 2020 (most recent of 2 filings on file)
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 COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $71,203 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$151,772 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,565 | $59,054+85.5% | $97,167+12.8% | $77,671+41.1% |
| Participation rate | 95.5% | 67.9%+27.6pp | 72.7%+22.8pp | 70.6%+24.9pp |
| Annual return | 16.39% | 16.96%-0.6pp | 75.27%-58.9pp | 31.21%-14.8pp |
| Employer contribution / active EE | $3,420 | $1,742+96.3% | $2,729+25.3% | $2,726+25.4% |
| Participant deferral / active EE | $5,187 | $3,930+32.0% | $4,264+21.7% | $4,648+11.6% |
| Admin fee / account holder | $48 | $346-86.0% | $5,650-99.1% | $430-88.8% |