Filed October 16, 2002
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 LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $36,476 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $34,829 |
Filed as: AMERIPRISE Service code 15 · EIN 41-0973005 | Recordkeeping | $2,447 |
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 | $56,481 | $95,542-40.9% | $69,455-18.7% | $67,579-16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 17.05% | 17.67%-0.6pp | 28.97%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,830 | $2,989-38.8% | $2,779-34.2% | $2,148-14.8% |
| Participant deferral / active EE | $3,171 | $3,263-2.8% | $3,535-10.3% | $3,539-10.4% |
| Admin fee / account holder | $123 | $90+37.1% | $3,839-96.8% | $142-13.5% |