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 Service code 27 · EIN 36-3429599 | Advisory (Plan) | $72,000 |
VEDDER PRICE2+ years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $55,072 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$188,088 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,937 | $61,125+73.3% | $108,579-2.4% | $63,975+65.6% |
| Participation rate | 97.3% | 80.5%+16.8pp | 79.6%+17.7pp | 71.1%+26.2pp |
| Annual return | 8.66% | 14.06%-5.4pp | -51.70%+60.4pp | 48.65%-40.0pp |
| Employer contribution / active EE | $5,152 | $2,237+130.4% | $3,758+37.1% | $2,182+136.1% |
| Participant deferral / active EE | $4,097 | $3,574+14.6% | $4,311-5.0% | $3,356+22.1% |
| Admin fee / account holder | -$6 | $72-108.8% | $7,645-100.1% | $70-109.0% |