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 CO6+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $174,287 |
UCHICAGO ARGONNE LLC6+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $108,638 |
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,856 |
FID INV INST OPS CO6+ 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 | $328,657 | $127,481+157.8% | $149,696+119.5% | $90,288+264.0% |
| Participation rate | 85.8% | 78.2%+7.5pp | 82.5%+3.3pp | 73.4%+12.4pp |
| Annual return | 11.91% | 57.78%-45.9pp | 276.60%-264.7pp | 53.97%-42.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $10,720 | $6,975+53.7% | $6,842+56.7% | $4,232+153.3% |
| Admin fee / account holder | $59 | $152-60.9% | $9,309-99.4% | $114-48.0% |