Filed February 5, 1998
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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3429599 | Investment Management | $464,673 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,074 |
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 | $198,444 | $152,104+30.5% | $184,203+7.7% | $106,382+86.5% |
| Participation rate | 99.3% | 85.9%+13.4pp | 86.8%+12.5pp | 69.9%+29.4pp |
| Annual return | 13.02% | 20.70%-7.7pp | 28.81%-15.8pp | 17.37%-4.4pp |
| Employer contribution / active EE | $12,991 | $5,326+143.9% | $6,427+102.1% | $3,364+286.2% |
| Participant deferral / active EE | $0 | $8,559-100.0% | $9,131-100.0% | $5,569-100.0% |
| Admin fee / account holder | $17 | $103-83.8% | $13,901-99.9% | $79-79.1% |