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 ENGINES6+ years Service code 26 · EIN 77-0473565 1050 ENTERPRISE WAY · SUNNYVALLE, CA 94089 | Advisory (Participants) | $733,685 |
FIIOC6+ years Service code 64 · EIN 04-2647786 PO BOX 7337 · CHICAGO, IL 60673 | Recordkeeping Fees | $91,588 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $79,195 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $24,675 |
SIDLEY AUSTIN LLP2 years Filed as: SIDLEY AUSTIN Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $4,888 |
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 | $206,513 | $108,759+89.9% | $149,696+38.0% | $93,223+121.5% |
| Participation rate | 98.3% | 70.7%+27.6pp | 82.5%+15.8pp | 74.9%+23.4pp |
| Annual return | 20.70% | 19.53%+1.2pp | 276.60%-255.9pp | 19.29%+1.4pp |
| Employer contribution / active EE | $7,049 | $2,777+153.8% | $4,644+51.8% | $2,680+163.1% |
| Participant deferral / active EE | $10,052 | $6,149+63.5% | $6,842+46.9% | $4,563+120.3% |
| Admin fee / account holder | $153 | $81+89.2% | $9,309-98.4% | $79+93.0% |