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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS Service code 26 · EIN 61-1740806 | Advisory (Participants) | $12,927 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $3,255 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $623 |
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 | $42,096 | $80,753-47.9% | $136,294-69.1% | $62,292-32.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.74% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,315 | $2,884-19.7% | $4,695-50.7% | $2,042+13.4% |
| Participant deferral / active EE | $3,708 | $5,164-28.2% | $6,247-40.6% | $3,169+17.0% |
| Admin fee / account holder | $102 | $525-80.5% | $9,243-98.9% | $479-78.6% |