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 ENGINES3+ years Service code 26 · EIN 94-3250323 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $670,120 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 SUITE W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $99,381 |
SIDLEY AUSTIN LLP3+ years Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $51,403 |
FIIOC3+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $50,238 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $23,153 |
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 | $154,745 | $100,589+53.8% | $136,294+13.5% | $177,276-12.7% |
| Participation rate | 95.7% | 77.4%+18.3pp | 81.9%+13.8pp | 74.8%+20.9pp |
| Annual return | 19.03% | 39.18%-20.2pp | 5155.94%-5136.9pp | 21.25%-2.2pp |
| Employer contribution / active EE | $5,973 | $3,259+83.3% | $4,695+27.2% | $2,479+140.9% |
| Participant deferral / active EE | $7,280 | $5,830+24.9% | $6,247+16.5% | $3,881+87.6% |
| Admin fee / account holder | $164 | $55+200.6% | $9,243-98.2% | $154+6.7% |