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 LLC3 years Filed as: MSEC LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $40,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,493 |
Form 5500 reported that benefits due were not provided when due.
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 | $58,781 | $100,801-41.7% | $149,696-60.7% | $73,409-19.9% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 38.77% | 265.34%-226.6pp | 276.60%-237.8pp | 59.29%-20.5pp |
| Employer contribution / active EE | $950 | $3,312-71.3% | $4,644-79.5% | $2,234-57.5% |
| Participant deferral / active EE | $5,852 | $6,404-8.6% | $6,842-14.5% | $3,805+53.8% |
| Admin fee / account holder | $37 | $181-79.4% | $9,309-99.6% | $158-76.4% |