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 LLP2+ years Service code 50 · EIN 36-1453176 | Direct Payment | $131,263 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $22,271 |
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 | $56,339 | $34,495+63.3% | $78,689-28.4% | $63,975-11.9% |
| Participation rate | 82.7% | 60.8%+21.9pp | 73.6%+9.2pp | 71.1%+11.6pp |
| Annual return | 11.44% | 11.62%-0.2pp | 62.18%-50.7pp | 48.65%-37.2pp |
| Employer contribution / active EE | $2,996 | $1,398+114.3% | $2,851+5.1% | $2,182+37.3% |
| Participant deferral / active EE | $4,063 | $2,100+93.4% | $3,517+15.5% | $3,356+21.0% |
| Admin fee / account holder | $92 | $68+35.5% | $4,510-98.0% | $70+30.8% |