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) | $124,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,060 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,470 | $84,487+220.1% | $125,339+115.8% | $66,914+304.2% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.5pp | 69.8%+17.0pp |
| Annual return | -7.06% | -8.39%+1.3pp | 572.05%-579.1pp | 1.58%-8.6pp |
| Employer contribution / active EE | $1,473 | $3,553-58.5% | $4,814-69.4% | $2,544-42.1% |
| Participant deferral / active EE | $13,039 | $6,781+92.3% | $7,446+75.1% | $4,237+207.7% |
| Admin fee / account holder | $908 | $685+32.6% | $10,010-90.9% | $593+53.1% |