Filed September 11, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
MERIDIEN FINANCIAL GROUP, INC.1+ years Filed as: MERIDIEN FINANCIAL GROUP INC Service code 53 · EIN 05-0390540 | Insurance Commissions | $17,949 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,045 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,516 | $56,199+34.4% | $67,652+11.6% | $59,632+26.6% |
| Participation rate | 72.9% | 71.5%+1.5pp | 75.7%-2.7pp | 68.7%+4.2pp |
| Annual return | 3.22% | 18505.31%-18502.1pp | 6625.04%-6621.8pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $739 | $1,614-54.2% | $2,266-67.4% | $2,203-66.5% |
| Participant deferral / active EE | $6,224 | $2,844+118.9% | $3,560+74.8% | $3,192+95.0% |
| Admin fee / account holder | $19 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |