Filed October 3, 2017
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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $58,242 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,319 |
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 | $282,282 | $64,119+340.2% | $112,228+151.5% | $66,914+321.9% |
| Participation rate | 87.3% | 68.5%+18.8pp | 75.1%+12.2pp | 69.8%+17.5pp |
| Annual return | -13.32% | -13.81%+0.5pp | 27.45%-40.8pp | 1.58%-14.9pp |
| Employer contribution / active EE | $12,646 | $3,005+320.8% | $3,635+247.9% | $2,544+397.1% |
| Participant deferral / active EE | $8,758 | $3,693+137.2% | $4,728+85.2% | $4,237+106.7% |
| Admin fee / account holder | $264 | $625-57.8% | $6,410-95.9% | $593-55.6% |