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 |
|---|---|---|
UCHICAGO ARGONNE LLC10+ years Service code 16 · EIN 68-0628477 | Consulting | $11,898 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,559 |
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$93,208 |
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 | $183,982 | $122,186+50.6% | $146,958+25.2% | $199,593-7.8% |
| Participation rate | 98.6% | 78.3%+20.4pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 12.73% | 30.56%-17.8pp | 418.34%-405.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $12,201 | $4,093+198.1% | $4,933+147.3% | $3,034+302.1% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | -$13 | $179-107.5% | $12,998-100.1% | $269-105.0% |