Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $64,849 |
MERIDIEN FINANCIAL GROUP, INC.1+ years Service code 16 10 DORRANCE STREET · PROVIDENCE, RI 02903 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,335 | $70,667+105.7% | $123,104+18.1% | $52,331+177.7% |
| Participation rate | 99.2% | 83.7%+15.5pp | 86.8%+12.4pp | 68.1%+31.1pp |
| Annual return | -0.49% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $8,347 | $2,946+183.4% | $5,151+62.0% | $1,882+343.6% |
| Participant deferral / active EE | $5,820 | $4,493+29.5% | $6,230-6.6% | $3,022+92.6% |
| Admin fee / account holder | $714 | $506+41.0% | $9,015-92.1% | $592+20.8% |