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 | $474,672 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,485 | $152,104+14.1% | $184,203-5.8% | $106,382+63.1% |
| Participation rate | 99.2% | 85.9%+13.3pp | 86.8%+12.3pp | 69.9%+29.3pp |
| Annual return | 13.44% | 20.70%-7.3pp | 28.81%-15.4pp | 17.37%-3.9pp |
| Employer contribution / active EE | $3,788 | $5,326-28.9% | $6,427-41.1% | $3,364+12.6% |
| Participant deferral / active EE | $13,493 | $8,559+57.7% | $9,131+47.8% | $5,569+142.3% |
| Admin fee / account holder | $19 | $103-81.8% | $13,901-99.9% | $79-76.4% |