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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.
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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 36-3194849 | Advisory (Plan) | $935 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $35,373 | $155,795-77.3% | $136,294-74.0% | $69,631-49.2% |
| Participation rate | 29.1% | 75.2%-46.1pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 25.12% | 232464.33%-232439.2pp | 5155.94%-5130.8pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $777 | $2,991-74.0% | $4,695-83.5% | $2,032-61.8% |
| Participant deferral / active EE | $2,166 | $5,394-59.8% | $6,247-65.3% | $3,224-32.8% |
| Admin fee / account holder | $9 | $128-93.1% | $9,243-99.9% | $110-92.0% |