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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,406 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3429599 | Investment Management | $41,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,751 | $118,441+17.1% | $151,611-8.5% | $89,394+55.2% |
| Participation rate | 98.4% | 88.0%+10.5pp | 87.5%+10.9pp | 71.3%+27.1pp |
| Annual return | -11.15% | -9.10%-2.0pp | 3.33%-14.5pp | -11.89%+0.7pp |
| Employer contribution / active EE | $3,369 | $4,770-29.4% | $6,166-45.4% | $3,022+11.5% |
| Participant deferral / active EE | $11,185 | $7,648+46.3% | $8,363+33.7% | $5,123+118.3% |
| Admin fee / account holder | $4 | $90-95.9% | $11,616-100.0% | $79-95.4% |