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 38-3429599 | Advisory (Plan) | $72,000 |
VEDDER PRICE3+ years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $40,716 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $24,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$229,566 |
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 | $114,509 | $67,228+70.3% | $117,854-2.8% | $77,958+46.9% |
| Participation rate | 97.7% | 79.4%+18.3pp | 79.7%+18.1pp | 71.6%+26.1pp |
| Annual return | 16.75% | 19.13%-2.4pp | 335.08%-318.3pp | 20.87%-4.1pp |
| Employer contribution / active EE | $5,069 | $2,211+129.3% | $3,786+33.9% | $2,310+119.4% |
| Participant deferral / active EE | $4,034 | $3,653+10.4% | $4,482-10.0% | $3,537+14.1% |
| Admin fee / account holder | -$15 | $76-120.3% | $8,020-100.2% | $97-115.8% |