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) | $79,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,418 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $6,667 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,648 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,040 | $100,923+234.9% | $150,045+125.3% | $74,304+354.9% |
| Participation rate | 87.4% | 70.1%+17.3pp | 82.3%+5.1pp | 60.3%+27.1pp |
| Annual return | 13.13% | 51.77%-38.6pp | 62.55%-49.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,434 | $3,463-58.6% | $4,693-69.4% | $2,241-36.0% |
| Participant deferral / active EE | $16,267 | $6,709+142.4% | $7,997+103.4% | $3,767+331.8% |
| Admin fee / account holder | $646 | $2,767-76.7% | $13,435-95.2% | $2,969-78.2% |