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) | $125,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,498 |
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 | $298,104 | $104,475+185.3% | $159,436+87.0% | $79,386+275.5% |
| Participation rate | 84.5% | 76.6%+7.9pp | 82.8%+1.6pp | 70.7%+13.8pp |
| Annual return | 28.66% | 67.95%-39.3pp | 263.57%-234.9pp | 116.85%-88.2pp |
| Employer contribution / active EE | $1,440 | $3,417-57.8% | $4,829-70.2% | $2,427-40.7% |
| Participant deferral / active EE | $12,104 | $6,467+87.1% | $7,352+64.6% | $4,046+199.2% |
| Admin fee / account holder | $959 | $711+34.9% | $10,799-91.1% | $626+53.1% |