Filed August 19, 2025
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 INV MGMT, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $8,381 |
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,219 | $91,372-36.3% | $129,995-55.2% | $74,419-21.8% |
| Participation rate | 78.4% | 77.8%+0.6pp | 78.5%-0.1pp | 70.7%+7.7pp |
| Annual return | 19.08% | 23.21%-4.1pp | -137.18%+156.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,245 | $2,563-51.4% | $4,320-71.2% | $2,637-52.8% |
| Participant deferral / active EE | $4,090 | $4,721-13.4% | $5,820-29.7% | $4,528-9.7% |
| Admin fee / account holder | $34 | $283-88.1% | $10,614-99.7% | $348-90.3% |