Filed February 13, 2019
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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,508 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $29,928 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,952 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,162 | $93,131+83.8% | $106,548+60.6% | $86,799+97.2% |
| Participation rate | 92.7% | 81.4%+11.2pp | 76.1%+16.5pp | 72.3%+20.4pp |
| Annual return | 11.88% | 19.45%-7.6pp | 26.80%-14.9pp | 97.91%-86.0pp |
| Employer contribution / active EE | $6,183 | $2,895+113.5% | $2,819+119.3% | $2,405+157.0% |
| Participant deferral / active EE | $8,711 | $4,708+85.0% | $4,398+98.1% | $4,131+110.9% |
| Admin fee / account holder | $137 | $145-5.9% | $7,407-98.2% | $170-19.5% |