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 | $35,470 |
MERIDIAN WEALTH MANAGEMENT LLC3+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 28 · EIN 71-0496439 | Investment Management | $33,123 |
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 | $55,458 | $50,637+9.5% | $86,590-36.0% | $62,292-11.0% |
| Participation rate | 96.3% | 67.9%+28.4pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 19.09% | 20.80%-1.7pp | 964.84%-945.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $4,454 | $2,075+114.6% | $2,839+56.9% | $2,042+118.1% |
| Participant deferral / active EE | $7,264 | $2,611+178.2% | $3,609+101.3% | $3,169+129.2% |
| Admin fee / account holder | $173 | $413-58.2% | $4,906-96.5% | $479-64.0% |