Filed November 20, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,626,699 |
MCDERMOTT WILL & EMERY LLP5 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $35,652 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $35,000 |
AKERMAN LLP1 year Service code 29 · EIN 59-3117860 | Legal | $27,085 |
Service code 11 · EIN 53-0181291 | Actuarial | $13,503 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $7,468 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,802 | $66,513+29.0% | $178,490-51.9% | $106,222-19.2% |
| Participation rate | 97.1% | 73.8%+23.3pp | 81.9%+15.2pp | 70.8%+26.3pp |
| Annual return | 18.66% | 21.81%-3.2pp | 151.07%-132.4pp | 21.69%-3.0pp |
| Employer contribution / active EE | $2,456 | $1,776+38.3% | $5,011-51.0% | $2,723-9.8% |
| Participant deferral / active EE | $6,313 | $3,679+71.6% | $5,202+21.4% | $4,600+37.2% |
| Admin fee / account holder | $46 | $53-13.7% | $13,984-99.7% | $78-41.1% |