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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $45,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,039 | $71,192+20.9% | $117,854-27.0% | $62,292+38.1% |
| Participation rate | 80.6% | 74.2%+6.3pp | 79.7%+0.9pp | 69.5%+11.0pp |
| Annual return | 17.31% | 18.66%-1.3pp | 335.08%-317.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $334 | $1,934-82.7% | $3,786-91.2% | $2,042-83.7% |
| Participant deferral / active EE | $5,839 | $3,189+83.1% | $4,482+30.3% | $3,169+84.3% |
| Admin fee / account holder | $365 | $587-37.9% | $8,020-95.5% | $479-23.9% |