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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,050 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $36,038 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,980 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT ADVISORY LLC Service code 15 · EIN 88-2725652 | Recordkeeping | $1,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,010 | $80,724+21.4% | $103,333-5.2% | $74,495+31.6% |
| Participation rate | 70.6% | 65.7%+4.9pp | 74.5%-3.9pp | 67.2%+3.4pp |
| Annual return | 10.79% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,571 | $3,157-18.6% | $3,868-33.5% | $2,623-2.0% |
| Participant deferral / active EE | $5,540 | $3,860+43.5% | $5,057+9.5% | $4,346+27.5% |
| Admin fee / account holder | $489 | $2,368-79.3% | $8,355-94.1% | $1,942-74.8% |