Filed April 8, 2024
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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS Service code 27 4200 W 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $17,920 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $7,537 |
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 | $56,712 | $37,196+52.5% | $154,107-63.2% | $55,725+1.8% |
| Participation rate | 86.5% | 64.1%+22.4pp | 83.0%+3.5pp | 70.9%+15.7pp |
| Annual return | 10.89% | 1319.68%-1308.8pp | 735.12%-724.2pp | 244.93%-234.0pp |
| Employer contribution / active EE | $3,013 | $1,614+86.6% | $5,298-43.1% | $2,078+45.0% |
| Participant deferral / active EE | $2,002 | $2,068-3.2% | $5,081-60.6% | $3,356-40.3% |
| Admin fee / account holder | $57 | $102-44.1% | $13,411-99.6% | $115-50.7% |