Filed March 8, 2007
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,499 |
Service code 26 | Advisory (Participants) | $8,574 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMT Service code 26 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $7,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,005 | $55,415+51.6% | $155,509-46.0% | $74,495+12.8% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.2pp | 67.2%+0.8pp |
| Annual return | 18.30% | 268.50%-250.2pp | 64.67%-46.4pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $272 | $2,267-88.0% | $4,672-94.2% | $2,623-89.6% |
| Participant deferral / active EE | $5,548 | $2,836+95.6% | $5,626-1.4% | $4,346+27.7% |
| Admin fee / account holder | $64 | $1,738-96.3% | $15,912-99.6% | $1,942-96.7% |