Filed January 4, 2019 (most recent of 4 filings on file)
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 INVESTMENT Service code 16 · EIN 36-3429599 | Consulting | $48,212 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,972 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $37,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,983 | $56,485-11.5% | $185,823-73.1% | $86,799-42.4% |
| Participation rate | 38.0% | 65.5%-27.5pp | 81.7%-43.7pp | 72.3%-34.3pp |
| Annual return | 8.89% | 118.04%-109.1pp | 122.05%-113.2pp | 97.91%-89.0pp |
| Employer contribution / active EE | $536 | $1,843-70.9% | $5,167-89.6% | $2,405-77.7% |
| Participant deferral / active EE | $2,291 | $2,553-10.3% | $5,568-58.9% | $4,131-44.5% |
| Admin fee / account holder | $272 | $150+81.9% | $16,237-98.3% | $170+60.4% |