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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $63,523 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $36,434 |
Service code 16 · EIN 26-1233837 | Consulting | $4,710 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,816 | $83,884-34.7% | $64,056-14.4% | $74,419-26.3% |
| Participation rate | 60.2% | 76.6%-16.5pp | 72.3%-12.1pp | 70.7%-10.6pp |
| Annual return | 15.40% | 16.57%-1.2pp | 33.69%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $594 | $3,084-80.7% | $2,747-78.4% | $2,637-77.5% |
| Participant deferral / active EE | $2,759 | $3,692-25.3% | $3,880-28.9% | $4,528-39.1% |
| Admin fee / account holder | $90 | $196-53.9% | $3,068-97.1% | $348-74.0% |