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 Service code 27 · EIN 20-4553256 | Advisory (Plan) | $46,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,737 | $82,202-37.1% | $125,339-58.7% | $64,808-20.2% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -13.29% | 3.48%-16.8pp | 572.05%-585.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,482 | $3,615-59.0% | $4,814-69.2% | $2,506-40.9% |
| Participant deferral / active EE | $6,172 | $7,175-14.0% | $7,446-17.1% | $4,310+43.2% |
| Admin fee / account holder | $4 | $163-97.5% | $10,010-100.0% | $188-97.8% |