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 CO5+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $148,690 |
UCHICAGO ARGONNE LLC5+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $99,417 |
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,195 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
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 | $316,504 | $101,523+211.8% | $141,162+124.2% | $77,787+306.9% |
| Participation rate | 84.5% | 77.4%+7.1pp | 82.5%+2.0pp | 73.2%+11.3pp |
| Annual return | 16.16% | 56.22%-40.1pp | 71.39%-55.2pp | 32.57%-16.4pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,841 | $6,434+53.0% | $6,709+46.7% | $3,967+148.0% |
| Admin fee / account holder | $55 | $92-40.4% | $10,261-99.5% | $100-45.5% |