Filed August 10, 2016 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,830 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $37,500 |
MCDERMOTT WILL & EMERY LLP5 years Service code 29 · EIN 36-1453176 | Legal | $34,284 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $28,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,436 | $63,745+390.1% | $98,442+217.4% | $79,386+293.6% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.13% | 625.80%-610.7pp | 1492.73%-1477.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $9,536 | $2,557+273.0% | $2,960+222.2% | $2,427+292.9% |
| Participant deferral / active EE | $11,607 | $3,303+251.4% | $4,276+171.4% | $4,046+186.9% |
| Admin fee / account holder | $585 | $516+13.5% | $5,949-90.2% | $626-6.6% |