Filed March 30, 2007 (most recent of 3 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 CONSULTING SERVI Service code 16 · EIN 36-3429599 | Consulting | $30,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,406 |
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 | $68,660 | $38,595+77.9% | $80,004-14.2% | $52,331+31.2% |
| Participation rate | 81.7% | 64.5%+17.2pp | 73.0%+8.7pp | 68.1%+13.6pp |
| Annual return | -7.67% | 2.04%-9.7pp | 7.63%-15.3pp | 4.54%-12.2pp |
| Employer contribution / active EE | $1,343 | $1,133+18.5% | $2,473-45.7% | $1,882-28.6% |
| Participant deferral / active EE | $5,866 | $2,318+153.0% | $3,204+83.1% | $3,022+94.1% |
| Admin fee / account holder | $111 | $304-63.4% | $5,033-97.8% | $592-81.2% |