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 INV. MGMT. INC. Service code 27 · EIN 36-3429602 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $29,577 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,209 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,974 |
CARNOW AND ASSOCIATES, LTD.3 years Filed as: CARNOW & ASSOCIATES, LTD. Service code 99 778 FRONTAGE STREET · NORRTHFIELD, IL 60093 | Other Fees | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,338 | $70,879-14.9% | $189,557-68.2% | $79,386-24.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 12.20% | 20.70%-8.5pp | 64.17%-52.0pp | 116.85%-104.6pp |
| Employer contribution / active EE | $5,125 | $1,806+183.7% | $4,412+16.1% | $2,427+111.1% |
| Participant deferral / active EE | $2,374 | $4,081-41.8% | $6,174-61.6% | $4,046-41.3% |
| Admin fee / account holder | $278 | $647-57.1% | $9,807-97.2% | $626-55.7% |