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 | $36,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,095 | $197,263-57.4% | $99,443-15.4% | - |
| Participation rate | 88.0% | 67.9%+20.1pp | 73.8%+14.1pp | - |
| Annual return | 24.58% | 16.18%+8.4pp | 30.72%-6.1pp | - |
| Employer contribution / active EE | $1,656 | $1,949-15.0% | $2,540-34.8% | - |
| Participant deferral / active EE | $5,709 | $3,315+72.2% | $3,619+57.8% | - |
| Admin fee / account holder | $121 | $14,091-99.1% | $6,250-98.1% | - |