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 | $313,111 |
Filed as: MESIROW FINANCIAL, INC Service code 16 · EIN 36-3429599 | Consulting | $60,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,261 |
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 | $25,660 | $37,026-30.7% | $78,778-67.4% | $177,276-85.5% |
| Participation rate | 91.8% | 54.2%+37.5pp | 69.2%+22.6pp | 74.8%+16.9pp |
| Annual return | 18.17% | 16.20%+2.0pp | 35.62%-17.4pp | 21.25%-3.1pp |
| Employer contribution / active EE | $938 | $730+28.5% | $1,986-52.7% | $2,479-62.1% |
| Participant deferral / active EE | $2,450 | $1,412+73.6% | $2,958-17.2% | $3,881-36.9% |
| Admin fee / account holder | $50 | $77-35.0% | $5,134-99.0% | $154-67.7% |