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 COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $48,193 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$283,274 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,208 | $35,600+105.6% | $87,507-16.3% | $63,975+14.4% |
| Participation rate | 94.7% | 56.1%+38.6pp | 73.8%+20.9pp | 71.1%+23.6pp |
| Annual return | 6.98% | 17.86%-10.9pp | 12.21%-5.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,981 | $854+249.1% | $2,550+16.9% | $2,182+36.6% |
| Participant deferral / active EE | $3,112 | $1,660+87.5% | $3,149-1.2% | $3,356-7.3% |
| Admin fee / account holder | $21 | $51-58.9% | $4,221-99.5% | $70-70.4% |