Retirement plan

WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST

Name: WILLIAMS & CONNOLLY LLP - WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: WILLIAMS & CONNOLLY LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST, WILLIAMS & CONNOLLY LLP

WILLIAMS & CONNOLLY LLPEIN 52-0851221Plan #002PY 2016

725 TWELFTH STREET, N.W. - WASHINGTON, DC 200055901202-434-5000wc.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

3 filings

#003Retirement-$85.0M assets #004Retirement-$43.0M assets #006Retirement-$39.3M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$164.1M

-10.2% from 2016

Total participants

377

+1.9% from 2016

Average account balance

$435,192

-11.4% from 2016

Annual return

9.92%

-7.84 pp from 2016

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$282.68M

Not enough data

1 years with asset history on file

Average account balance

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

$689K

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.

410

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.

46.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

1 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 codes2E2F2G2R2T3B

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$4 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390869910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$435,192

$80,177+442.8%

$123,894+251.3%

$57,661+654.7%

Participation rate

100.0%

74.4%+25.6pp

81.4%+18.6pp

70.2%+29.8pp

Annual return

9.92%

17.90%-8.0pp

47.52%-37.6pp

5.13%+4.8pp

Employer contribution / active EE

$17,707

$2,913+507.9%

$4,617+283.5%

$1,974+797.1%

Participant deferral / active EE

$5,130-100.0%

$5,984-100.0%

$3,061-100.0%

Admin fee / account holder

$106-97.4%

$8,357-100.0%

$95-97.1%

WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion