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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $97,560 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS Service code 99 · EIN 20-4553256 | Other Fees | $32,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,928 | $46,292-54.8% | $143,757-85.4% | $64,808-67.7% |
| Participation rate | 88.0% | 64.2%+23.8pp | 80.3%+7.7pp | 71.5%+16.6pp |
| Annual return | -15.20% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,194 | $1,910-37.5% | $4,951-75.9% | $2,506-52.4% |
| Participant deferral / active EE | $3,076 | $2,646+16.3% | $5,637-45.4% | $4,310-28.6% |
| Admin fee / account holder | $112 | $154-27.2% | $14,673-99.2% | $188-40.4% |