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 CO4+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $157,962 |
UCHICAGO ARGONNE LLC4+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $23,684 |
TIAA4+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $529 |
FID INV INST OPS CO4+ years Service code 60 | Sub-TA Fees | $0 |
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 | $292,819 | $88,874+229.5% | $123,544+137.0% | $75,289+288.9% |
| Participation rate | 83.7% | 75.9%+7.9pp | 82.3%+1.4pp | 72.4%+11.3pp |
| Annual return | -2.40% | 4.22%-6.6pp | 119.20%-121.6pp | -0.04%-2.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,626 | $6,174+55.9% | $6,426+49.8% | $3,739+157.5% |
| Admin fee / account holder | $41 | $95-56.8% | $9,284-99.6% | $102-60.1% |