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 INC Service code 16 · EIN 36-3194849 | Consulting | $27,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,768 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,652 | $42,901+113.6% | $91,220+0.5% | $64,808+41.4% |
| Participation rate | 85.4% | 68.1%+17.3pp | 73.2%+12.2pp | 71.5%+14.0pp |
| Annual return | -20.83% | -13.53%-7.3pp | 114.01%-134.8pp | 32.82%-53.7pp |
| Employer contribution / active EE | $1,608 | $1,571+2.4% | $2,850-43.6% | $2,506-35.8% |
| Participant deferral / active EE | $7,177 | $3,501+105.0% | $4,234+69.5% | $4,310+66.5% |
| Admin fee / account holder | $103 | $131-21.1% | $5,420-98.1% | $188-44.9% |