See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $46,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,020 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMNT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $10,566 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,852 | $95,274-37.2% | $135,903-56.0% | $74,419-19.6% |
| Participation rate | 74.9% | 78.2%-3.3pp | 81.9%-7.0pp | 70.7%+4.2pp |
| Annual return | 21.65% | 32.77%-11.1pp | 68.23%-46.6pp | 34.38%-12.7pp |
| Employer contribution / active EE | $2,675 | $3,874-31.0% | $4,856-44.9% | $2,637+1.4% |
| Participant deferral / active EE | $8,478 | $7,782+8.9% | $7,758+9.3% | $4,528+87.2% |
| Admin fee / account holder | $280 | $266+5.1% | $10,762-97.4% | $348-19.6% |