Filed December 2, 2015 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $71,802 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 99 · EIN 61-1740806 | Other Fees | $25,290 |
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 | $20,326 | $62,928-67.7% | $172,739-88.2% | $67,579-69.9% |
| Participation rate | 83.9% | 64.5%+19.5pp | 82.6%+1.3pp | 71.3%+12.6pp |
| Annual return | 22.44% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $817 | $1,636-50.0% | $5,143-84.1% | $2,148-61.9% |
| Participant deferral / active EE | $2,055 | $2,145-4.2% | $5,198-60.5% | $3,539-41.9% |
| Admin fee / account holder | $92 | $167-44.8% | $13,954-99.3% | $142-35.3% |