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 CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $187,955 |
UCHICAGO ARGONNE LLC3+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $21,575 |
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $903 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $315,551 | $96,458+227.1% | $136,294+131.5% | $77,958+304.8% |
| Participation rate | 85.0% | 75.4%+9.6pp | 81.9%+3.1pp | 71.6%+13.4pp |
| Annual return | 13.08% | 23.78%-10.7pp | 5155.94%-5142.9pp | 20.87%-7.8pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $9,208 | $5,902+56.0% | $6,247+47.4% | $3,537+160.4% |
| Admin fee / account holder | $47 | $80-41.5% | $9,243-99.5% | $97-51.7% |