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 CORPORATION3 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $77,692 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $42,423 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,157 | $91,762-36.6% | $67,502-13.8% | $77,643-25.1% |
| Participation rate | 68.9% | 75.9%-7.0pp | 72.9%-4.0pp | 70.6%-1.7pp |
| Annual return | 13.04% | 14.87%-1.8pp | 3512.12%-3499.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $772 | $3,181-75.7% | $2,731-71.7% | $2,726-71.7% |
| Participant deferral / active EE | $3,547 | $3,903-9.1% | $4,000-11.3% | $4,647-23.7% |
| Admin fee / account holder | $109 | $176-37.9% | $3,998-97.3% | $430-74.6% |