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 16 · EIN 36-3194849 | Consulting | $6,058 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,428 | $133,040+45.4% | $119,258+62.2% | $79,386+143.7% |
| Participation rate | 98.0% | 80.9%+17.2pp | 82.7%+15.3pp | 70.7%+27.3pp |
| Annual return | 19.47% | 20.05%-0.6pp | 30.69%-11.2pp | 116.85%-97.4pp |
| Employer contribution / active EE | $2,417 | $4,390-45.0% | $4,384-44.9% | $2,427-0.4% |
| Participant deferral / active EE | $9,305 | $6,448+44.3% | $6,111+52.3% | $4,046+130.0% |
| Admin fee / account holder | $56 | $686-91.8% | $7,226-99.2% | $626-91.0% |