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 | $82,810 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 99 · EIN 61-1740806 | Other Fees | $20,441 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 99 · EIN 20-4553256 | Other Fees | $15,644 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,496 | $52,293-49.3% | $178,490-85.2% | $73,409-63.9% |
| Participation rate | 91.8% | 65.3%+26.5pp | 81.9%+9.9pp | 72.2%+19.6pp |
| Annual return | 16.40% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,063 | $1,735-38.8% | $5,011-78.8% | $2,234-52.4% |
| Participant deferral / active EE | $2,619 | $2,332+12.3% | $5,202-49.7% | $3,805-31.2% |
| Admin fee / account holder | $116 | $127-8.5% | $13,984-99.2% | $158-26.2% |