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 |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $11,107 |
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $6,694 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,095 | $64,909-49.0% | $82,313-59.8% | $62,292-46.9% |
| Participation rate | 45.2% | 74.9%-29.7pp | 76.9%-31.7pp | 69.5%-24.3pp |
| Annual return | 20.46% | 21.18%-0.7pp | 25.88%-5.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $851 | $1,676-49.2% | $2,428-65.0% | $2,042-58.3% |
| Participant deferral / active EE | $1,223 | $3,103-60.6% | $3,706-67.0% | $3,169-61.4% |
| Admin fee / account holder | $191 | $440-56.6% | $5,608-96.6% | $479-60.2% |