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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $124,877 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 99 · EIN 20-4553256 | Other Fees | $44,154 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 99 · EIN 44-0160260 | Other Fees | $18,244 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,492 | $50,815-45.9% | $155,509-82.3% | $77,643-64.6% |
| Participation rate | 90.6% | 63.1%+27.5pp | 78.2%+12.4pp | 70.6%+20.0pp |
| Annual return | 12.61% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,193 | $1,993-40.1% | $4,672-74.5% | $2,726-56.2% |
| Participant deferral / active EE | $3,602 | $2,822+27.6% | $5,626-36.0% | $4,647-22.5% |
| Admin fee / account holder | $143 | $437-67.3% | $15,912-99.1% | $430-66.8% |