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 |
|---|---|---|
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $37,477 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,763 | $93,182+15.6% | $146,665-26.5% | $79,386+35.7% |
| Participation rate | 71.6% | 76.4%-4.8pp | 80.1%-8.4pp | 70.7%+0.9pp |
| Annual return | 14.46% | 21.61%-7.1pp | 22.74%-8.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,535 | $2,420+4.8% | $4,136-38.7% | $2,427+4.4% |
| Participant deferral / active EE | $3,221 | $4,169-22.7% | $5,506-41.5% | $4,046-20.4% |
| Admin fee / account holder | $313 | $585-46.5% | $10,280-97.0% | $626-50.1% |