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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,393 |
MERIDIAN WEALTH MANAGEMENT LLC2+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 28 · EIN 71-0496439 | Investment Management | $27,469 |
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 | $43,463 | $39,859+9.0% | $78,689-44.8% | $57,658-24.6% |
| Participation rate | 88.3% | 66.1%+22.2pp | 73.6%+14.8pp | 70.2%+18.1pp |
| Annual return | 11.78% | 18.96%-7.2pp | 62.18%-50.4pp | 5.13%+6.6pp |
| Employer contribution / active EE | $3,786 | $1,786+112.0% | $2,851+32.8% | $1,974+91.8% |
| Participant deferral / active EE | $6,144 | $2,248+173.3% | $3,517+74.7% | $3,061+100.7% |
| Admin fee / account holder | $173 | $76+127.2% | $4,510-96.2% | $95+83.1% |