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) | $102,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,950 |
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 | $311,715 | $101,317+207.7% | $146,958+112.1% | $74,495+318.4% |
| Participation rate | 86.4% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 18.34% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,559 | $3,810-59.1% | $4,933-68.4% | $2,623-40.6% |
| Participant deferral / active EE | $14,057 | $7,303+92.5% | $8,070+74.2% | $4,346+223.5% |
| Admin fee / account holder | $746 | $1,739-57.1% | $12,998-94.3% | $1,942-61.6% |