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 16 · EIN 36-3429599 | Consulting | $93,322 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $23,640 |
VEDDER PRICE4+ years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $11,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$334,053 |
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 | $94,942 | $64,311+47.6% | $110,238-13.9% | $75,289+26.1% |
| Participation rate | 96.8% | 79.3%+17.5pp | 79.8%+16.9pp | 72.4%+24.3pp |
| Annual return | -5.92% | -1.74%-4.2pp | 314.74%-320.7pp | -0.04%-5.9pp |
| Employer contribution / active EE | $4,438 | $2,404+84.6% | $3,826+16.0% | $2,405+84.5% |
| Participant deferral / active EE | $4,130 | $3,892+6.1% | $4,672-11.6% | $3,739+10.5% |
| Admin fee / account holder | -$30 | $88-134.4% | $8,547-100.4% | $102-129.4% |