Filed October 29, 2021
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 Filed as: MARINER RETIREMENT ADVISORS Service code 26 4200 WEST 115TH STREET · LEAWOOD, KS 66211 | Advisory (Participants) | $12,617 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,569 | $63,924-39.7% | $108,579-64.5% | $55,167-30.1% |
| Participation rate | 51.5% | 74.3%-22.9pp | 79.6%-28.1pp | 69.0%-17.5pp |
| Annual return | 3.22% | 15.31%-12.1pp | -51.70%+54.9pp | 169.23%-166.0pp |
| Employer contribution / active EE | $572 | $1,879-69.6% | $3,758-84.8% | $1,963-70.9% |
| Participant deferral / active EE | $2,031 | $3,067-33.8% | $4,311-52.9% | $3,054-33.5% |
| Admin fee / account holder | $63 | $618-89.8% | $7,645-99.2% | $504-87.5% |