See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MSEC LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $26,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,283 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,274 | $70,908+18.9% | $98,907-14.8% | $73,488+14.7% |
| Participation rate | 94.1% | 73.8%+20.3pp | 76.0%+18.1pp | 70.7%+23.4pp |
| Annual return | -6.02% | 34.17%-40.2pp | 196.43%-202.5pp | 28.51%-34.5pp |
| Employer contribution / active EE | $2,528 | $2,036+24.1% | $2,689-6.0% | $2,270+11.4% |
| Participant deferral / active EE | $6,177 | $3,500+76.5% | $4,244+45.5% | $3,740+65.2% |
| Admin fee / account holder | $240 | $535-55.1% | $6,642-96.4% | $513-53.2% |