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 FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429602 353 N. CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $22,759 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,634 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,539 |
Filed as: CARNOW & ASSOCIATES, INC. Service code 99 778 FRONTAGE STREET, STE. 101 · NORTHFIELD, IL 60093 | Other Fees | $500 |
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 | $53,824 | $62,132-13.4% | $185,823-71.0% | $73,488-26.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 18.44% | 20.44%-2.0pp | 35.95%-17.5pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,816 | $1,681+127.0% | $4,087-6.6% | $2,270+68.1% |
| Participant deferral / active EE | $2,275 | $3,711-38.7% | $5,632-59.6% | $3,740-39.2% |
| Admin fee / account holder | $217 | $419-48.3% | $9,500-97.7% | $513-57.8% |