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 | $60,952 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 99 · EIN 20-4553256 | Other Fees | $34,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,761 | $47,126-49.6% | $149,673-84.1% | $74,419-68.1% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.3pp | 70.7%+18.3pp |
| Annual return | 17.25% | 22.75%-5.5pp | 134.42%-117.2pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,289 | $1,905-32.3% | $4,818-73.2% | $2,637-51.1% |
| Participant deferral / active EE | $3,365 | $2,728+23.4% | $5,680-40.8% | $4,528-25.7% |
| Admin fee / account holder | $100 | $343-70.9% | $13,210-99.2% | $348-71.4% |