Filed November 21, 2006
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 |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $191,216 |
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $134,965 |
UCHICAGO ARGONNE LLC2+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $40,162 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $65 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,095 | $85,635+243.4% | $123,892+137.4% | $63,975+359.7% |
| Participation rate | 83.0% | 74.9%+8.1pp | 81.4%+1.6pp | 71.1%+11.9pp |
| Annual return | 6.81% | 15.74%-8.9pp | 47.52%-40.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,270 | $5,667+45.9% | $5,984+38.2% | $3,356+146.4% |
| Admin fee / account holder | $84 | $75+12.0% | $8,357-99.0% | $70+19.2% |