Retirement plan

WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST

Name: WILLIAMS & CONNOLLY LLP - WILLIAMS & CONNOLLY LLP SAVINGS 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 SAVINGS PLAN AND TRUST, WILLIAMS & CONNOLLY LLP

WILLIAMS & CONNOLLY LLPEIN 52-0851221Plan #003PY 2016

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

Other plans on this EIN

3 filings

#002Retirement-$164.1M assets #004Retirement-$43.0M assets #006Retirement-$39.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$85M

-7.4% from 2016

Total participants

368

+4.9% from 2016

Average account balance

$234,088

-11.3% from 2016

Annual return

6.50%

-8.39 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

$162.36M

Not enough data

1 years with asset history on file

Average account balance

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

$517K

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.

314

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.

37.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$724

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 codes2E2F2G2J2R2T3B

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$365

$1 / participant

Other / not subdivided$365100.0%

% of EOY assets

0.000%

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

$234,088

$80,177+192.0%

$123,894+88.9%

$57,661+306.0%

Participation rate

98.3%

74.4%+23.8pp

81.4%+16.8pp

70.2%+28.0pp

Annual return

6.50%

17.90%-11.4pp

47.52%-41.0pp

5.13%+1.4pp

Employer contribution / active EE

$2,913-100.0%

$4,617-100.0%

$1,974-100.0%

Participant deferral / active EE

$13,637

$5,130+165.8%

$5,984+127.9%

$3,061+345.6%

Admin fee / account holder

$106-99.1%

$8,357-100.0%

$95-98.9%

WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAMS & CONNOLLY LLP SAVINGS 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