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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.4 years Service code 15 · EIN 36-3492086 | Recordkeeping | $27,052 |
Filed as: MESIROW FINANCIAL, INC. Service code 28 350 N CLARK ST · CHICAGO, IL 60654 | Investment Management | $15,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,002 | $53,165-32.3% | $86,188-58.2% | $74,419-51.6% |
| Participation rate | 48.9% | 64.9%-16.0pp | 69.0%-20.1pp | 70.7%-21.8pp |
| Annual return | 46.15% | 22.64%+23.5pp | 1168.45%-1122.3pp | 34.38%+11.8pp |
| Employer contribution / active EE | $918 | $1,210-24.1% | $2,380-61.4% | $2,637-65.2% |
| Participant deferral / active EE | $3,003 | $3,234-7.2% | $3,985-24.7% | $4,528-33.7% |
| Admin fee / account holder | $172 | $551-68.9% | $6,852-97.5% | $348-50.6% |