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 | $408,045 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,957 | $135,240+14.6% | $169,993-8.8% | $96,393+60.8% |
| Participation rate | 99.2% | 86.5%+12.7pp | 87.0%+12.2pp | 71.3%+27.9pp |
| Annual return | 15.84% | 22.04%-6.2pp | 53.37%-37.5pp | 22.88%-7.0pp |
| Employer contribution / active EE | $3,818 | $5,029-24.1% | $6,785-43.7% | $3,238+17.9% |
| Participant deferral / active EE | $13,212 | $8,138+62.4% | $10,408+26.9% | $5,455+142.2% |
| Admin fee / account holder | $16 | $85-81.0% | $12,815-99.9% | $74-78.2% |