Filed June 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK · CHICAGO, IL 60654 | Advisory (Plan) | $33,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,506 |
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 | $152,555 | $74,089+105.9% | $133,980+13.9% | $55,167+176.5% |
| Participation rate | 97.9% | 84.3%+13.7pp | 87.1%+10.9pp | 69.0%+28.9pp |
| Annual return | 8.08% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,772 | $3,064-9.5% | $5,211-46.8% | $1,963+41.2% |
| Participant deferral / active EE | $5,559 | $4,678+18.8% | $6,282-11.5% | $3,054+82.0% |
| Admin fee / account holder | $160 | $458-65.1% | $9,324-98.3% | $504-68.2% |