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 ENGINES2+ years Service code 26 · EIN 94-3250323 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $613,995 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $97,681 |
FIIOC2+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $68,049 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $22,260 |
SIDLEY AUSTIN LLP2+ years Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $8,388 |
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 | $144,029 | $85,635+68.2% | $123,892+16.3% | $63,975+125.1% |
| Participation rate | 98.7% | 74.9%+23.7pp | 81.4%+17.3pp | 71.1%+27.5pp |
| Annual return | 8.65% | 15.74%-7.1pp | 47.52%-38.9pp | 48.65%-40.0pp |
| Employer contribution / active EE | $5,999 | $3,076+95.0% | $4,617+29.9% | $2,182+175.0% |
| Participant deferral / active EE | $7,317 | $5,667+29.1% | $5,984+22.3% | $3,356+118.0% |
| Admin fee / account holder | $170 | $75+127.3% | $8,357-98.0% | $70+141.7% |