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 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $20,697 |
DAVIDSON PARGMAN & COMPANY, LLC1 year Service code 10 P.O. BOX 340 · GENOA, IL 60135 | Accounting | $18,650 |
Filed as: MESIROW FINANCIAL Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $17,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,854 | $78,422-56.8% | $95,952-64.7% | $79,858-57.6% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.4pp |
| Annual return | 13.05% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,026 | $1,945+4.2% | $2,541-20.3% | $2,471-18.0% |
| Participant deferral / active EE | $2,995 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $495 | $5,622-91.2% | $6,795-92.7% | $5,306-90.7% |