See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 26 · EIN 61-1740806 | Advisory (Participants) | $10,621 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $40 |
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 | $39,011 | $75,183-48.1% | $123,892-68.5% | $55,167-29.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 12.91% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $2,356 | $2,823-16.6% | $4,617-49.0% | $1,963+20.0% |
| Participant deferral / active EE | $3,320 | $5,084-34.7% | $5,984-44.5% | $3,054+8.7% |
| Admin fee / account holder | $83 | $663-87.5% | $8,357-99.0% | $504-83.5% |