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) | $118,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,510 |
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 | $270,393 | $99,957+170.5% | $149,696+80.6% | $73,488+267.9% |
| Participation rate | 85.5% | 75.7%+9.8pp | 82.5%+3.0pp | 70.7%+14.8pp |
| Annual return | 6.30% | 53.87%-47.6pp | 276.60%-270.3pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,418 | $3,191-55.6% | $4,644-69.5% | $2,270-37.5% |
| Participant deferral / active EE | $11,671 | $6,073+92.2% | $6,842+70.6% | $3,740+212.1% |
| Admin fee / account holder | $883 | $551+60.3% | $9,309-90.5% | $513+72.0% |