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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.
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 FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $43,130 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,368 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,187 | $86,897+34.9% | $151,611-22.7% | $64,808+80.8% |
| Participation rate | 86.9% | 87.3%-0.4pp | 87.5%-0.6pp | 71.5%+15.4pp |
| Annual return | -18.83% | -3.57%-15.3pp | 3.33%-22.2pp | 32.82%-51.6pp |
| Employer contribution / active EE | $4,273 | $4,010+6.6% | $6,166-30.7% | $2,506+70.5% |
| Participant deferral / active EE | $11,694 | $6,690+74.8% | $8,363+39.8% | $4,310+171.3% |
| Admin fee / account holder | $127 | $153-17.1% | $11,616-98.9% | $188-32.4% |