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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $364,236 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3429599 | Consulting | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,139 | $31,036-28.7% | $71,796-69.2% | $65,292-66.1% |
| Participation rate | 92.0% | 56.1%+36.0pp | 69.1%+22.9pp | 72.4%+19.6pp |
| Annual return | 6.35% | 8.62%-2.3pp | 78.04%-71.7pp | 11.84%-5.5pp |
| Employer contribution / active EE | $779 | $662+17.6% | $1,924-59.5% | $2,302-66.2% |
| Participant deferral / active EE | $2,110 | $1,336+57.9% | $2,794-24.5% | $3,579-41.0% |
| Admin fee / account holder | $59 | $65-9.6% | $4,815-98.8% | $57+2.3% |