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 Service code 16 · EIN 36-3429599 | Consulting | $39,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,194 | $51,447+102.5% | $104,607-0.4% | $73,409+41.9% |
| Participation rate | 90.6% | 68.2%+22.4pp | 74.1%+16.5pp | 72.2%+18.4pp |
| Annual return | 26.08% | 25.06%+1.0pp | 340.46%-314.4pp | 59.29%-33.2pp |
| Employer contribution / active EE | $1,610 | $1,441+11.7% | $2,681-40.0% | $2,234-27.9% |
| Participant deferral / active EE | $5,971 | $3,058+95.3% | $3,740+59.7% | $3,805+56.9% |
| Admin fee / account holder | $119 | $122-2.2% | $6,473-98.2% | $158-24.5% |