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 Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $16,008 |
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,370 | $37,393+10.6% | $77,024-46.3% | $66,914-38.2% |
| Participation rate | 75.0% | 52.9%+22.1pp | 67.9%+7.1pp | 69.8%+5.2pp |
| Annual return | -14.81% | -3.29%-11.5pp | 42.32%-57.1pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,569 | $1,531+2.5% | $2,812-44.2% | $2,544-38.3% |
| Participant deferral / active EE | $4,977 | $2,617+90.2% | $4,426+12.4% | $4,237+17.5% |
| Admin fee / account holder | $161 | $567-71.5% | $5,425-97.0% | $593-72.8% |