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 Service code 27 · EIN 36-3429599 | Advisory (Plan) | $75,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,059 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,900 | $73,102+254.2% | $123,544+109.6% | $56,287+360.0% |
| Participation rate | 87.8% | 74.3%+13.5pp | 82.3%+5.5pp | 69.9%+18.0pp |
| Annual return | 10.77% | 3.01%+7.8pp | 119.20%-108.4pp | -9.96%+20.7pp |
| Employer contribution / active EE | $1,444 | $2,977-51.5% | $4,628-68.8% | $2,111-31.6% |
| Participant deferral / active EE | $10,787 | $5,423+98.9% | $6,426+67.9% | $3,350+222.0% |
| Admin fee / account holder | $783 | $554+41.4% | $9,284-91.6% | $521+50.3% |