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 ENGINES5+ years Service code 26 · EIN 77-0473565 1050 ENTERPRISE WAY · SUNNYVALLE, CA 94089 | Advisory (Participants) | $652,445 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001746 500 SUITE W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $129,003 |
FIIOC5+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $109,428 |
SIDLEY AUSTIN LLP1 year Filed as: SIDLEY AUSTIN Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $28,192 |
GRANT THORNTON LLP2 years Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $24,150 |
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 | $173,214 | $95,048+82.2% | $141,162+22.7% | $82,204+110.7% |
| Participation rate | 96.1% | 73.7%+22.3pp | 82.5%+13.6pp | 73.4%+22.7pp |
| Annual return | 23.77% | 26.89%-3.1pp | 71.39%-47.6pp | 26.31%-2.5pp |
| Employer contribution / active EE | $6,466 | $2,921+121.4% | $4,735+36.6% | $2,707+138.8% |
| Participant deferral / active EE | $9,510 | $5,907+61.0% | $6,709+41.7% | $4,246+124.0% |
| Admin fee / account holder | $162 | $78+108.3% | $10,261-98.4% | $76+114.0% |