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) | $79,179 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $23,100 |
Service code 29 · EIN 34-6596918 | Legal | $21,646 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$293,745 |
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 | $105,508 | $83,826+25.9% | $125,175-15.7% | $82,204+28.3% |
| Participation rate | 90.2% | 83.1%+7.0pp | 79.8%+10.4pp | 73.4%+16.8pp |
| Annual return | 23.44% | 22.78%+0.7pp | 43.79%-20.4pp | 26.31%-2.9pp |
| Employer contribution / active EE | $4,553 | $2,267+100.8% | $3,865+17.8% | $2,707+68.2% |
| Participant deferral / active EE | $3,775 | $4,293-12.1% | $4,937-23.5% | $4,246-11.1% |
| Admin fee / account holder | -$23 | $74-130.7% | $9,702-100.2% | $76-130.2% |