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 CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $156,092 |
UCHICAGO ARGONNE LLC10+ years Service code 16 · EIN 68-0628477 | Consulting | $115,775 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $1,826 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,544 | $122,186+101.8% | $146,958+67.8% | $199,593+23.5% |
| Participation rate | 84.5% | 78.3%+6.2pp | 82.2%+2.3pp | 72.0%+12.5pp |
| Annual return | 12.30% | 30.56%-18.3pp | 418.34%-406.0pp | 34.25%-22.0pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $12,195 | $8,502+43.4% | $8,070+51.1% | $5,087+139.7% |
| Admin fee / account holder | $40 | $179-77.4% | $12,998-99.7% | $269-85.0% |