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.3+ years Filed as: MERIDIEN FINANCIAL GROUP INC Service code 53 · EIN 05-0390540 | Insurance Commissions | $12,984 |
Service code 10 | Accounting | $7,977 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,920 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BETRO AND COMPANY1 year Service code 10 · EIN 04-3215398 | Accounting | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $93,983 | $67,606+39.0% | $82,313+14.2% | $70,131+34.0% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.1pp |
| Annual return | 16.46% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $951 | $1,755-45.8% | $2,428-60.8% | $2,342-59.4% |
| Participant deferral / active EE | $6,063 | $2,987+103.0% | $3,706+63.6% | $3,332+82.0% |
| Admin fee / account holder | $14 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |