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 LLC6 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 28 · EIN 20-4553256 5700 W 12TH STREET, SUITE 500 · OVERLAND PARK, KS 662112729 | Investment Management | $8,315 |
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $7,020 |
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 | $90,002 | $94,833-5.1% | $75,696+18.9% | $86,799+3.7% |
| Participation rate | 43.6% | 79.1%-35.6pp | 74.8%-31.3pp | 72.3%-28.7pp |
| Annual return | 12.39% | 16.91%-4.5pp | 104.53%-92.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $720 | $2,904-75.2% | $2,743-73.8% | $2,405-70.1% |
| Participant deferral / active EE | $3,847 | $3,632+5.9% | $3,821+0.7% | $4,131-6.9% |
| Admin fee / account holder | $106 | $109-2.1% | $3,619-97.1% | $170-37.3% |