Filed March 21, 2008
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: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,780 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,420 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,411 | $86,286-8.0% | $111,297-28.6% | $85,850-7.5% |
| Participation rate | 81.6% | 73.3%+8.3pp | 77.3%+4.3pp | 69.3%+12.3pp |
| Annual return | 17.04% | 19.99%-2.9pp | 54.65%-37.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,249 | $2,043-38.9% | $2,731-54.3% | $2,565-51.3% |
| Participant deferral / active EE | $3,957 | $3,641+8.7% | $4,487-11.8% | $3,952+0.1% |
| Admin fee / account holder | $374 | $8,188-95.4% | $7,964-95.3% | $6,260-94.0% |