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 | $36,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,644 |
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 | $72,374 | $45,825+57.9% | $90,645-20.2% | $56,287+28.6% |
| Participation rate | 92.3% | 66.7%+25.6pp | 74.0%+18.3pp | 69.9%+22.4pp |
| Annual return | -5.42% | 38.64%-44.1pp | 1.88%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,631 | $1,372+18.9% | $2,532-35.6% | $2,111-22.8% |
| Participant deferral / active EE | $5,551 | $2,562+116.6% | $3,425+62.1% | $3,350+65.7% |
| Admin fee / account holder | $118 | $413-71.4% | $4,994-97.6% | $521-77.3% |