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 |
|---|---|---|
MERIDIEN FINANCIAL GROUP, INC.1 year Filed as: MERIDIEN FINANCIAL GROUP Service code 99 | Other Fees | $40,000 |
BATCHELOR FRECHETTE MCCRORY MICHAEL1 year Filed as: BATCHELOR, FRECHETTE, MCCRORY, MICH Service code 99 · EIN 05-0487888 | Other Fees | $17,000 |
MERIDIEN FINANCIAL GROUP, INC.2+ years Service code 16 10 DORRANCE STREET · PROVIDENCE, RI 02903 | Consulting | $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 | $163,667 | $74,089+120.9% | $133,980+22.2% | $55,167+196.7% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.1%+11.2pp | 69.0%+29.3pp |
| Annual return | 11.25% | 12.11%-0.9pp | 29.30%-18.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $9,008 | $3,064+194.0% | $5,211+72.9% | $1,963+359.0% |
| Participant deferral / active EE | $5,954 | $4,678+27.3% | $6,282-5.2% | $3,054+94.9% |
| Admin fee / account holder | $18 | $458-96.1% | $9,324-99.8% | $504-96.4% |