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 8-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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 333 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $9,374 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,905 |
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 | $27,506 | $55,002-50.0% | $59,878-54.1% | $56,287-51.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.7%+22.9pp | 69.9%+27.8pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,034 | $2,448+23.9% | $2,722+11.5% | $2,111+43.7% |
| Participant deferral / active EE | $5,499 | $3,121+76.2% | $3,402+61.6% | $3,350+64.2% |
| Admin fee / account holder | $122 | $236-48.4% | $3,590-96.6% | $521-76.6% |