Filed September 6, 2011
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,889 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,641 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $11,383 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $867 |
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 | $13,739 | $65,061-78.9% | $143,757-90.4% | $66,914-79.5% |
| Participation rate | 94.4% | 65.2%+29.3pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $617 | $2,361-73.9% | $4,951-87.5% | $2,544-75.7% |
| Participant deferral / active EE | $2,081 | $2,919-28.7% | $5,637-63.1% | $4,237-50.9% |
| Admin fee / account holder | $278 | $502-44.7% | $14,673-98.1% | $593-53.2% |