Mariner Platform Solutions
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1933 of mapped providers
Assets under administration$28.2B0.0%Market share · rank #517
Fees received$291,358Median $24,065/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Mariner Platform Solutions plan look like?
Service mix · median fees per plan
Count of plans where Mariner Platform Solutions ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 5 | $19,005 | |
Consulting (general); Consulting feesCode 16 | 1 | $21,677 | |
Investment advisory (plan)Code 27 | 1 | $31,059 | |
Copying and duplicating; Direct payment from the planCode 36 | 1 | $50,095 |
Competitor overlap
Percent of Mariner Platform Solutions's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Mariner Platform Solutions.
| Sponsor | From | Assets |
|---|---|---|
ROBINSON & COLE LLPCT · 060512640-003 | Goldman Sachs Asset Management | $294M |
Plans lost in 2024
Appeared last year under Mariner Platform Solutions; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLANCA · 946090764-002 | Transamerica | $481M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $19,005 | 2y | 1 |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $50,095 | 10y | - |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $124,937 | 3y | 1 |
ALLIANZ ASSET MANAGEMENT OF AMERICA LLCCA · 990994535-001 | $2.2B | 4,932 | $13,130 | 2y | 2 |
COOLEY LLPCA · 941140085-001 | $1.3B | 4,094 | $26,453 | 3y | 1 |
ROBINSON & COLE LLPCT · 060512640-003 | $294M | 544 | $5,002 | 1y | - |
NETATWORK, LLCNY · 933014347-001 | $24M | 431 | $31,059 | 1y | 1 |
REDDI INDUSTRIES, INC.KS · 481185484-001 | $6M | 207 | $21,677 | 2y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into Mariner Platform Solutions.
- ENGINEERS PUBLISHING
- MARINER PLATFORM SOLUTION
- MARINER PLATFORM SOLUTIONS
- MARINER PLATFORM SOLUTIONS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Mariner Platform Solutions's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 62.50% | 1.76% | +60.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Mariner Platform Solutions. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Mariner Platform Solutions's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Saltzman & Johnson Law Corporation | 1 | 12.5% |