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: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $27,945 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,494 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,679 | $53,925-7.9% | $75,670-34.3% | $69,631-28.7% |
| Participation rate | 98.5% | 71.2%+27.3pp | 72.3%+26.2pp | 70.7%+27.8pp |
| Annual return | 13.01% | 17.84%-4.8pp | 27.34%-14.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,032 | $1,802-42.7% | $2,352-56.1% | $2,032-49.2% |
| Participant deferral / active EE | $2,311 | $2,569-10.0% | $3,142-26.4% | $3,224-28.3% |
| Admin fee / account holder | $142 | $97+46.1% | $5,800-97.6% | $110+28.5% |