See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $31,248 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $12,031 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,187 | $125,758+99.7% | $169,993+47.8% | $75,163+234.2% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 20.94% | 27.20%-6.3pp | 53.37%-32.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $8,088 | $4,615+75.3% | $6,785+19.2% | $2,670+202.9% |
| Participant deferral / active EE | $16,171 | $6,837+136.5% | $10,408+55.4% | $4,125+292.0% |
| Admin fee / account holder | $13 | $8,173-99.8% | $12,815-99.9% | $5,651-99.8% |