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 26 · EIN 36-3429599 | Advisory (Participants) | $122,000 |
Service code 29 · EIN 34-6596918 | Legal | $32,570 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $24,300 |
TORCH CREATIVE INC1 year Service code 49 · EIN 36-4204945 | Other Services | $11,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$174,731 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,978 | $84,149+17.6% | $129,995-23.9% | $103,482-4.4% |
| Participation rate | 98.0% | 81.0%+17.0pp | 78.5%+19.5pp | 73.3%+24.7pp |
| Annual return | 19.07% | 25.45%-6.4pp | -137.18%+156.2pp | 33.11%-14.0pp |
| Employer contribution / active EE | $6,558 | $2,687+144.1% | $4,320+51.8% | $3,208+104.5% |
| Participant deferral / active EE | $5,023 | $5,201-3.4% | $5,820-13.7% | $5,207-3.5% |
| Admin fee / account holder | $2 | $75-97.9% | $10,614-100.0% | $114-98.6% |