Filed December 1, 2003 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $1,070,044 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $96,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $25,725 |
FOLEY & LARDNER LLP10+ years Service code 29 · EIN 39-0473800 | Legal | $21,539 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $5,723 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,028 | $152,281-0.8% | $106,201+42.2% | $99,061+52.5% |
| Participation rate | 98.8% | 92.2%+6.6pp | 75.3%+23.5pp | 71.6%+27.2pp |
| Annual return | 12.02% | 15.00%-3.0pp | 116.26%-104.2pp | 17.66%-5.6pp |
| Employer contribution / active EE | $1,652 | $5,348-69.1% | $3,170-47.9% | $3,261-49.3% |
| Participant deferral / active EE | $7,434 | $8,206-9.4% | $5,012+48.3% | $5,331+39.4% |
| Admin fee / account holder | $88 | $77+14.1% | $11,039-99.2% | $109-18.8% |