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 8-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 |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC3+ years Filed as: MERIDIAN MANAGEMENT CO Service code 27 · EIN 71-0496439 | Advisory (Plan) | $89,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,533 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,252 | $88,122+4.7% | $141,162-34.6% | $67,579+36.5% |
| Participation rate | 94.4% | 76.5%+18.0pp | 82.5%+12.0pp | 71.3%+23.1pp |
| Annual return | 26.30% | 75.40%-49.1pp | 71.39%-45.1pp | 378.56%-352.3pp |
| Employer contribution / active EE | $3,527 | $3,224+9.4% | $4,735-25.5% | $2,148+64.2% |
| Participant deferral / active EE | $7,851 | $5,958+31.8% | $6,709+17.0% | $3,539+121.8% |
| Admin fee / account holder | $191 | $131+46.0% | $10,261-98.1% | $142+34.3% |