See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC1+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 28 · EIN 71-0496439 | Investment Management | $24,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,689 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,126 | $38,925-7.2% | $73,843-51.1% | $55,191-34.5% |
| Participation rate | 82.7% | 66.0%+16.7pp | 73.4%+9.3pp | 69.2%+13.5pp |
| Annual return | 0.00% | 6.31%-6.3pp | 2267.84%-2267.8pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,826 | $1,695+125.7% | $2,787+37.3% | $1,899+101.5% |
| Participant deferral / active EE | $6,001 | $2,351+155.3% | $3,583+67.5% | $3,046+97.0% |
| Admin fee / account holder | $115 | $83+38.3% | $4,880-97.7% | $91+26.2% |