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.2+ years Filed as: MERIDIEN FINANCIAL GROUP INC Service code 53 · EIN 05-0390540 | Insurance Commissions | $14,082 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,282 |
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 | $77,881 | $60,349+29.1% | $74,183+5.0% | $62,891+23.8% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 7.53% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $792 | $1,680-52.9% | $2,370-66.6% | $2,281-65.3% |
| Participant deferral / active EE | $6,406 | $2,856+124.3% | $3,550+80.5% | $3,203+100.0% |
| Admin fee / account holder | $22 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |