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 26 · EIN 71-0294708 | Advisory (Participants) | $90,884 |
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $49,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,873 | $86,897+18.4% | $151,611-32.1% | $64,808+58.7% |
| Participation rate | 91.1% | 87.3%+3.9pp | 87.5%+3.6pp | 71.5%+19.7pp |
| Annual return | -14.73% | -3.57%-11.2pp | 3.33%-18.1pp | 32.82%-47.5pp |
| Employer contribution / active EE | $3,289 | $4,010-18.0% | $6,166-46.7% | $2,506+31.2% |
| Participant deferral / active EE | $12,377 | $6,690+85.0% | $8,363+48.0% | $4,310+187.2% |
| Admin fee / account holder | $284 | $153+85.9% | $11,616-97.6% | $188+51.4% |