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 CO7+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $171,733 |
UCHICAGO ARGONNE LLC7+ years Service code 14 · EIN 68-0628477 | Plan Administrator | $124,584 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $215 |
FID INV INST OPS CO7+ 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 | $343,098 | $120,450+184.8% | $159,436+115.2% | $93,030+268.8% |
| Participation rate | 85.8% | 78.0%+7.8pp | 82.8%+2.9pp | 73.9%+11.9pp |
| Annual return | 12.42% | 27.11%-14.7pp | 263.57%-251.1pp | 158.70%-146.3pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $10,928 | $7,283+50.0% | $7,352+48.6% | $4,562+139.5% |
| Admin fee / account holder | $60 | $137-56.3% | $10,799-99.4% | $152-60.6% |