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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 37 · EIN 84-0467907 | Loan Processing | $375,425 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $350,713 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $50,000 |
MILLER COOPER & CO LTD4 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $21,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,042 | $40,592-18.6% | $86,188-61.7% | $103,482-68.1% |
| Participation rate | 85.0% | 58.1%+26.8pp | 69.0%+16.0pp | 73.3%+11.7pp |
| Annual return | 16.52% | 18.32%-1.8pp | 1168.45%-1151.9pp | 33.11%-16.6pp |
| Employer contribution / active EE | $1,149 | $974+18.0% | $2,380-51.7% | $3,208-64.2% |
| Participant deferral / active EE | $3,549 | $2,072+71.2% | $3,985-11.0% | $5,207-31.9% |
| Admin fee / account holder | $109 | $85+28.3% | $6,852-98.4% | $114-4.8% |