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 | $399,000 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3429599 | Consulting | $70,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,551 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO, LTD Service code 10 · EIN 36-2897372 | Accounting | $15,400 |
Filed as: MCDERMOTT WILL EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $15,225 |
MUCH SHELIST1 year Service code 29 · EIN 36-2757501 | Legal | $5,385 |
Form 5500 reported that benefits due were not provided when due.
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 | $28,818 | $41,410-30.4% | $84,015-65.7% | $82,204-64.9% |
| Participation rate | 90.6% | 57.6%+32.9pp | 69.0%+21.6pp | 73.4%+17.2pp |
| Annual return | 25.40% | 21.09%+4.3pp | 71.31%-45.9pp | 26.31%-0.9pp |
| Employer contribution / active EE | $1,025 | $833+23.0% | $1,983-48.3% | $2,707-62.1% |
| Participant deferral / active EE | $2,901 | $1,628+78.2% | $3,239-10.4% | $4,246-31.7% |
| Admin fee / account holder | $66 | $89-25.6% | $6,101-98.9% | $76-12.6% |