Filed March 13, 2009
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 28 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Investment Management | $32,596 |
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $23,494 |
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 | $52,797 | $95,542-44.7% | $69,455-24.0% | $67,579-21.9% |
| Participation rate | 89.2% | 79.4%+9.8pp | 74.6%+14.6pp | 71.3%+17.9pp |
| Annual return | 17.63% | 17.67%0pp | 28.97%-11.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,848 | $2,989-38.2% | $2,779-33.5% | $2,148-13.9% |
| Participant deferral / active EE | $3,539 | $3,263+8.5% | $3,535+0.1% | $3,5390% |
| Admin fee / account holder | $97 | $90+7.6% | $3,839-97.5% | $142-32.1% |