Filed April 22, 1996
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 INVESTMENT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $428,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $390,197 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
WIPFLI LLP2 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $23,320 |
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 | $44,327 | $117,739-62.4% | $101,794-56.5% | $117,739-62.4% |
| Participation rate | 84.9% | 76.6%+8.2pp | 69.2%+15.7pp | 76.6%+8.2pp |
| Annual return | 16.61% | 17.29%-0.7pp | 30.53%-13.9pp | 17.29%-0.7pp |
| Employer contribution / active EE | $1,355 | $3,746-63.8% | $2,289-40.8% | $3,746-63.8% |
| Participant deferral / active EE | $4,199 | $6,128-31.5% | $4,084+2.8% | $6,128-31.5% |
| Admin fee / account holder | $93 | $112-17.1% | $8,777-98.9% | $112-17.1% |