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 LLC Service code 16 · EIN 36-3194849 | Consulting | $37,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,561 | $49,808+120.0% | $95,745+14.4% | $74,419+47.2% |
| Participation rate | 86.3% | 66.6%+19.7pp | 72.3%+14.0pp | 70.7%+15.6pp |
| Annual return | 24.22% | 24.91%-0.7pp | 28.35%-4.1pp | 34.38%-10.2pp |
| Employer contribution / active EE | $1,948 | $1,639+18.9% | $2,835-31.3% | $2,637-26.1% |
| Participant deferral / active EE | $7,243 | $3,739+93.7% | $4,245+70.6% | $4,528+60.0% |
| Admin fee / account holder | $101 | $311-67.6% | $5,678-98.2% | $348-71.0% |