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 | $384,606 |
Filed as: MESIROW FINANCIAL, INC Service code 16 · EIN 36-3429599 | Consulting | $60,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,911 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $14,975 |
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 | $24,068 | $32,284-25.4% | $74,550-67.7% | $68,904-65.1% |
| Participation rate | 87.7% | 58.1%+29.6pp | 69.1%+18.6pp | 74.1%+13.6pp |
| Annual return | -3.54% | -4.24%+0.7pp | 32.53%-36.1pp | 1.07%-4.6pp |
| Employer contribution / active EE | $961 | $782+22.9% | $1,961-51.0% | $2,540-62.2% |
| Participant deferral / active EE | $2,636 | $1,518+73.7% | $3,108-15.2% | $4,015-34.4% |
| Admin fee / account holder | $60 | $72-16.3% | $5,060-98.8% | $71-15.3% |