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 99 · EIN 61-1758632 | Other Fees | $30,000 |
MERIDEN FINANCIAL GROUP2 years Service code 99 | Other Fees | $10,000 |
MERIDIEN FINANCIAL GROUP, INC.4+ years Service code 16 10 DORRANCE STREET · PROVIDENCE, RI 02903 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,088 | $79,523+96.3% | $140,016+11.5% | $56,287+177.3% |
| Participation rate | 99.2% | 85.7%+13.5pp | 87.5%+11.7pp | 69.9%+29.4pp |
| Annual return | -5.61% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $8,696 | $3,350+159.6% | $5,606+55.1% | $2,111+311.9% |
| Participant deferral / active EE | $6,393 | $5,129+24.6% | $6,927-7.7% | $3,350+90.8% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.7% |