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 LLC6 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) | $32,395 |
Filed as: ONEAMERICA RETIREMENT SERVICE, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,741 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMANY Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $112,766 | $83,884+34.4% | $64,056+76.0% | $74,419+51.5% |
| Participation rate | 57.6% | 76.6%-19.0pp | 72.3%-14.7pp | 70.7%-13.1pp |
| Annual return | 14.45% | 16.57%-2.1pp | 33.69%-19.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $905 | $3,084-70.7% | $2,747-67.1% | $2,637-65.7% |
| Participant deferral / active EE | $1,893 | $3,692-48.7% | $3,880-51.2% | $4,528-58.2% |
| Admin fee / account holder | $215 | $196+9.5% | $3,068-93.0% | $348-38.3% |