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 |
|---|---|---|
Service code 29 · EIN 34-6596918 | Legal | $64,808 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $54,000 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $23,100 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429598 | Advisory (Plan) | $18,000 |
Service code 29 · EIN 36-6596918 | Legal | $8,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$217,367 |
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 | $107,616 | $84,517+27.3% | $133,956-19.7% | $93,223+15.4% |
| Participation rate | 95.8% | 81.9%+14.0pp | 79.8%+16.0pp | 74.9%+20.9pp |
| Annual return | 18.43% | 16.66%+1.8pp | 45.09%-26.7pp | 19.29%-0.9pp |
| Employer contribution / active EE | $6,626 | $2,296+188.6% | $3,919+69.1% | $2,680+147.3% |
| Participant deferral / active EE | $4,043 | $4,286-5.7% | $5,048-19.9% | $4,563-11.4% |
| Admin fee / account holder | -$6 | $66-108.6% | $8,927-100.1% | $79-107.2% |