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) | $110,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,518 |
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.
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 | $258,188 | $89,652+188.0% | $141,162+82.9% | $65,185+296.1% |
| Participation rate | 82.9% | 74.7%+8.2pp | 82.5%+0.5pp | 70.2%+12.7pp |
| Annual return | 2.25% | 32.79%-30.5pp | 71.39%-69.1pp | 29.38%-27.1pp |
| Employer contribution / active EE | $1,430 | $3,065-53.3% | $4,735-69.8% | $2,177-34.3% |
| Participant deferral / active EE | $11,730 | $5,691+106.1% | $6,709+74.8% | $3,514+233.8% |
| Admin fee / account holder | $823 | $569+44.7% | $10,261-92.0% | $847-2.9% |