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 LLC2 years Filed as: MSEC LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $39,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,376 |
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 | $51,817 | $88,122-41.2% | $141,162-63.3% | $67,579-23.3% |
| Participation rate | 96.3% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.0pp |
| Annual return | 25.76% | 75.40%-49.6pp | 71.39%-45.6pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,274 | $3,224-29.5% | $4,735-52.0% | $2,148+5.9% |
| Participant deferral / active EE | $5,674 | $5,958-4.8% | $6,709-15.4% | $3,539+60.3% |
| Admin fee / account holder | $43 | $131-66.9% | $10,261-99.6% | $142-69.5% |