Filed March 15, 2016 (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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $273,894 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $68,947 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $51,428 |
SOBEL AND CO LLC CPA1+ years Filed as: SOBEL & CO. LLC Service code 10 · EIN 22-1430039 | Accounting | $37,653 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $19,933 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $12,210 |
GENUA AND MULLIGAN PRINTING CORP1+ years Service code 49 · EIN 22-2787561 | Other Services | $10,836 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $144,117 | $81,321+77.2% | $68,509+110.4% | $59,188+143.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 74.7%+18.2pp | 69.4%+23.5pp |
| Annual return | 1.23% | 4.65%-3.4pp | 8.27%-7.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $5,750 | $3,297+74.4% | $2,278+152.5% | $2,098+174.1% |
| Participant deferral / active EE | $7,802 | $4,592+69.9% | $3,382+130.7% | $3,265+139.0% |
| Admin fee / account holder | $100 | $62+61.2% | $5,275-98.1% | $92+7.9% |