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 |
|---|---|---|
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $29,528 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,105 | $86,332-1.4% | $125,175-32.0% | $65,185+30.6% |
| Participation rate | 71.4% | 75.3%-3.9pp | 79.8%-8.4pp | 70.2%+1.2pp |
| Annual return | 21.44% | 27.43%-6.0pp | 43.79%-22.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,030 | $2,040-0.5% | $3,865-47.5% | $2,177-6.7% |
| Participant deferral / active EE | $2,586 | $3,537-26.9% | $4,937-47.6% | $3,514-26.4% |
| Admin fee / account holder | $362 | $609-40.6% | $9,702-96.3% | $847-57.3% |