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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.
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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 99 · EIN 36-3194849 | Other Fees | $9,074 |
HESSEL & ASSOCIATES, LLC1 year Service code 49 | Other Services | $2,967 |
HESSEL & ASSOCIATES, LLC1 year Filed as: HESEL & ASSOCITES, LLC Service code 49 · EIN 45-4090227 | Other Services | $2,233 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,008 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $488 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,852 | $53,162+8.8% | $91,220-36.6% | $68,494-15.5% |
| Participation rate | 91.4% | 63.2%+28.1pp | 73.2%+18.2pp | 67.9%+23.5pp |
| Annual return | -15.18% | -3.14%-12.0pp | 114.01%-129.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,214 | $1,709+29.5% | $2,850-22.3% | $2,596-14.7% |
| Participant deferral / active EE | $4,436 | $2,974+49.2% | $4,234+4.8% | $4,027+10.1% |
| Admin fee / account holder | $56 | $4,493-98.8% | $5,420-99.0% | $5,403-99.0% |