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 |
|---|---|---|
MERIDEN FINANCIAL GROUP1 year Service code 99 | Other Fees | $40,000 |
MERIDIEN FINANCIAL GROUP, INC.3+ 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 | $195,618 | $89,739+118.0% | $149,718+30.7% | $62,292+214.0% |
| Participation rate | 89.3% | 85.1%+4.2pp | 87.1%+2.3pp | 69.5%+19.8pp |
| Annual return | 17.99% | 21.01%-3.0pp | 1501.63%-1483.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $8,816 | $3,233+172.7% | $5,445+61.9% | $2,042+331.7% |
| Participant deferral / active EE | $6,298 | $4,797+31.3% | $6,569-4.1% | $3,169+98.7% |
| Admin fee / account holder | $12 | $551-97.8% | $11,283-99.9% | $479-97.5% |