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 LLC4 years Filed as: MSEC LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $45,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,367 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,732 | $104,317-34.1% | $159,436-56.9% | $86,799-20.8% |
| Participation rate | 97.1% | 77.7%+19.4pp | 82.8%+14.3pp | 72.3%+24.8pp |
| Annual return | 20.70% | 26.32%-5.6pp | 263.57%-242.9pp | 97.91%-77.2pp |
| Employer contribution / active EE | $4,815 | $3,451+39.5% | $4,829-0.3% | $2,405+100.2% |
| Participant deferral / active EE | $7,267 | $6,837+6.3% | $7,352-1.2% | $4,131+75.9% |
| Admin fee / account holder | $32 | $172-81.3% | $10,799-99.7% | $170-81.0% |