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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 60654 | Recordkeeping | $429,022 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $402,947 |
MILLER COOPER & CO LTD2 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $19,400 |
Service code 99 1250 TECHNY RD · NORTHBROOK, IL 60062 | Other Fees | $12,895 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,313 | $41,850-22.8% | $96,562-66.5% | $101,517-68.2% |
| Participation rate | 81.7% | 58.3%+23.5pp | 69.8%+11.9pp | 74.6%+7.2pp |
| Annual return | 12.88% | 16.51%-3.6pp | 37.78%-24.9pp | 21.00%-8.1pp |
| Employer contribution / active EE | $1,300 | $929+40.0% | $2,356-44.8% | $2,973-56.3% |
| Participant deferral / active EE | $2,886 | $1,934+49.2% | $3,849-25.0% | $4,873-40.8% |
| Admin fee / account holder | $81 | $73+11.8% | $6,181-98.7% | $139-41.6% |