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 LLC4 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) | $24,573 |
Filed as: ONEAMERICA RETIREMENT SERVICE, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,217 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMANY Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,604 | $74,706+52.1% | $75,696+50.1% | $79,386+43.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 11.77% | 18.52%-6.8pp | 104.53%-92.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,513 | $2,590-41.6% | $2,743-44.8% | $2,427-37.7% |
| Participant deferral / active EE | $3,360 | $3,533-4.9% | $3,821-12.1% | $4,046-17.0% |
| Admin fee / account holder | $149 | $374-60.3% | $3,619-95.9% | $626-76.3% |