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 LLP3+ years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 15 · EIN 36-1453176 | Recordkeeping | $407,763 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $241,240 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,569 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $52,413 |
SOBEL AND CO LLC CPA3+ years Filed as: SOBEL & CO. LLC Service code 10 · EIN 22-1430039 | Accounting | $42,998 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 33 · EIN 13-4122960 | Securities brokerage; Securities brok... | $5,066 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $173,558 | $90,410+92.0% | $91,001+90.7% | $77,958+122.6% |
| Participation rate | 97.0% | 86.4%+10.6pp | 75.6%+21.4pp | 71.6%+25.3pp |
| Annual return | 29.04% | 21.34%+7.7pp | 4.60%+24.4pp | 20.87%+8.2pp |
| Employer contribution / active EE | $8,890 | $3,392+162.1% | $2,456+262.0% | $2,310+284.8% |
| Participant deferral / active EE | $9,250 | $4,816+92.1% | $3,547+160.7% | $3,537+161.5% |
| Admin fee / account holder | $147 | $79+86.8% | $5,417-97.3% | $97+51.4% |