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 ENGINES4+ years Service code 26 · EIN 94-3250323 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $709,229 |
FIIOC4+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $86,599 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 SUITE W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $75,978 |
SIDLEY AUSTIN LLP4+ years Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $56,959 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $24,000 |
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 | $145,788 | $83,812+73.9% | $123,544+18.0% | $68,904+111.6% |
| Participation rate | 96.4% | 77.0%+19.3pp | 82.3%+14.1pp | 74.1%+22.2pp |
| Annual return | -4.38% | 0.60%-5.0pp | 119.20%-123.6pp | 1.07%-5.5pp |
| Employer contribution / active EE | $6,325 | $2,924+116.3% | $4,628+36.7% | $2,540+149.0% |
| Participant deferral / active EE | $8,072 | $5,609+43.9% | $6,426+25.6% | $4,015+101.0% |
| Admin fee / account holder | $164 | $65+153.5% | $9,284-98.2% | $71+130.7% |