Filed July 31, 2019 (most recent of 3 filings on file)
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, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,778 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,190 |
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 | $144,893 | $92,897+56.0% | $90,782+59.6% | $56,287+157.4% |
| Participation rate | 88.2% | 80.7%+7.5pp | 82.7%+5.5pp | 69.9%+18.3pp |
| Annual return | -1.40% | -2.59%+1.2pp | -3.42%+2.0pp | -9.96%+8.6pp |
| Employer contribution / active EE | $2,092 | $3,871-46.0% | $4,105-49.0% | $2,111-0.9% |
| Participant deferral / active EE | $8,002 | $5,551+44.2% | $5,366+49.1% | $3,350+138.9% |
| Admin fee / account holder | $54 | $440-87.7% | $5,908-99.1% | $521-89.6% |