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 LLP4+ years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $266,027 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $175,969 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $71,343 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,148 |
SOBEL AND CO LLC CPA4+ years Filed as: SOBEL & CO. LLC Service code 10 · EIN 22-1430039 | Accounting | $45,550 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 49 · EIN 13-3036745 | Other Services | $17,857 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,283 |
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 | $152,578 | $134,045+13.8% | $80,019+90.7% | $75,289+102.7% |
| Participation rate | 98.9% | 85.8%+13.2pp | 75.8%+23.1pp | 72.4%+26.5pp |
| Annual return | -4.93% | -0.56%-4.4pp | 11.22%-16.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $9,167 | $3,492+162.5% | $2,468+271.5% | $2,405+281.2% |
| Participant deferral / active EE | $9,432 | $4,976+89.5% | $3,686+155.9% | $3,739+152.3% |
| Admin fee / account holder | $104 | $124-15.6% | $6,521-98.4% | $102+2.1% |