See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $32,021 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,174 | $82,978+87.0% | $129,995+19.4% | $71,457+117.2% |
| Participation rate | 88.1% | 74.1%+14.0pp | 78.5%+9.6pp | 67.9%+20.1pp |
| Annual return | 27.70% | 20.60%+7.1pp | -137.18%+164.9pp | 28.85%-1.1pp |
| Employer contribution / active EE | $1,582 | $2,622-39.7% | $4,320-63.4% | $2,588-38.9% |
| Participant deferral / active EE | $10,252 | $4,432+131.3% | $5,820+76.1% | $4,289+139.0% |
| Admin fee / account holder | $71 | $1,729-95.9% | $10,614-99.3% | $1,587-95.5% |