Filed February 17, 2005 (most recent of 2 filings on file)
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 27 · EIN 36-3429599 | Advisory (Plan) | $72,000 |
VEDDER PRICE1+ years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $7,655 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,807 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,374 | $74,498+34.7% | $94,224+6.5% | $59,188+69.6% |
| Participation rate | 97.2% | 76.8%+20.4pp | 78.8%+18.4pp | 69.4%+27.8pp |
| Annual return | -0.91% | 2.76%-3.7pp | 10.68%-11.6pp | 5.51%-6.4pp |
| Employer contribution / active EE | $4,821 | $2,077+132.1% | $3,587+34.4% | $2,098+129.8% |
| Participant deferral / active EE | $3,759 | $3,433+9.5% | $4,320-13.0% | $3,265+15.1% |
| Admin fee / account holder | -$12 | $103-112.0% | $6,269-100.2% | $92-113.4% |