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, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $72,000 |
Service code 29 · EIN 34-6596918 | Legal | $60,192 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $23,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$141,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,867 | $86,580+24.6% | $146,665-26.5% | $101,517+6.3% |
| Participation rate | 96.0% | 80.7%+15.3pp | 80.1%+15.9pp | 74.6%+21.4pp |
| Annual return | 15.21% | 30.94%-15.7pp | 22.74%-7.5pp | 21.00%-5.8pp |
| Employer contribution / active EE | $5,510 | $2,512+119.4% | $4,136+33.2% | $2,973+85.3% |
| Participant deferral / active EE | $4,354 | $4,413-1.3% | $5,506-20.9% | $4,873-10.6% |
| Admin fee / account holder | $1 | $71-98.0% | $10,280-100.0% | $139-99.0% |