Filed November 9, 2005
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: MESIROW FINANCIAL INC. Service code 27 353 NORTH CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $42,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $237,243 | $80,753+193.8% | $136,294+74.1% | $62,292+280.9% |
| Participation rate | 85.9% | 73.5%+12.4pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 11.98% | 35.83%-23.9pp | 5155.94%-5144.0pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,393 | $2,884-51.7% | $4,695-70.3% | $2,042-31.8% |
| Participant deferral / active EE | $10,414 | $5,164+101.7% | $6,247+66.7% | $3,169+228.6% |
| Admin fee / account holder | $512 | $525-2.5% | $9,243-94.5% | $479+6.8% |