Filed September 11, 2024 (most recent of 4 filings on file)
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 |
|---|---|---|
NATIONWIDE5 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $91,331 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $55,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,013 | $65,241+116.1% | $126,539+11.4% | $85,563+64.8% |
| Participation rate | 95.2% | 48.6%+46.6pp | 69.8%+25.4pp | 66.0%+29.3pp |
| Annual return | 14.67% | 42.19%-27.5pp | 425.95%-411.3pp | 31.51%-16.8pp |
| Employer contribution / active EE | $11,825 | $1,937+510.4% | $3,674+221.9% | $2,654+345.6% |
| Participant deferral / active EE | $6,960 | $3,032+129.6% | $4,083+70.5% | $4,375+59.1% |
| Admin fee / account holder | $258 | $1,031-75.0% | $6,065-95.7% | $834-69.1% |