Filed January 23, 2006
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 |
|---|---|---|
MARINER LLC1 year Filed as: MSEC LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $28,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,164 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,682 | $75,388-42.1% | $123,544-64.6% | $55,725-21.6% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.3%+14.6pp | 70.9%+26.0pp |
| Annual return | 1.20% | 4.48%-3.3pp | 119.20%-118.0pp | 244.93%-243.7pp |
| Employer contribution / active EE | $2,286 | $3,063-25.4% | $4,628-50.6% | $2,078+10.0% |
| Participant deferral / active EE | $5,721 | $5,651+1.2% | $6,426-11.0% | $3,356+70.5% |
| Admin fee / account holder | $42 | $120-64.7% | $9,284-99.5% | $115-63.3% |