Filed August 13, 1
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 FIN INV MANAGEMENT, INC. Service code 27 353 N. CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $18,884 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,677 |
Filed as: CARNOW & ASSOCIATES, LTD. Service code 13 778 FRONTAGE RD. STE. 101 · NORTRHFIELD, IL 60093 | Contract Administrator | $8,513 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,712 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,299 | $56,972-24.0% | $182,532-76.3% | $65,185-33.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 21.68% | 27.67%-6.0pp | 148.54%-126.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,462 | $1,615+176.4% | $4,076+9.5% | $2,177+105.0% |
| Participant deferral / active EE | $2,354 | $3,526-33.2% | $5,524-57.4% | $3,514-33.0% |
| Admin fee / account holder | $254 | $528-51.8% | $8,592-97.0% | $847-70.0% |