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) | $16,955 |
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $11,042 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $1,772 |
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.
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 | $24,973 | $59,186-57.8% | $76,768-67.5% | $56,287-55.6% |
| Participation rate | 63.3% | 75.2%-11.9pp | 77.0%-13.6pp | 69.9%-6.5pp |
| Annual return | -5.98% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,016 | $1,759-42.2% | $2,485-59.1% | $2,111-51.9% |
| Participant deferral / active EE | $1,454 | $3,255-55.3% | $3,852-62.3% | $3,350-56.6% |
| Admin fee / account holder | $227 | $489-53.5% | $6,675-96.6% | $521-56.3% |