Filed January 3, 2012
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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $573,074 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $97,004 |
FIIOC1+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $60,320 |
SIDLEY AUSTIN LLP1+ years Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $38,042 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $22,391 |
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 | $135,347 | $86,791+55.9% | $115,037+17.7% | $59,188+128.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.4%+27.2pp |
| Annual return | 1.02% | 4.44%-3.4pp | 26.14%-25.1pp | 5.51%-4.5pp |
| Employer contribution / active EE | $5,629 | $2,950+90.9% | $4,608+22.2% | $2,098+168.3% |
| Participant deferral / active EE | $6,637 | $5,298+25.3% | $6,026+10.1% | $3,265+103.3% |
| Admin fee / account holder | $131 | $95+38.4% | $8,175-98.4% | $92+42.5% |