See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS LLC Service code 27 5700 W 12TH ST SUITE 500 SUITE 100 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $14,795 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $14,795 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,326 | $65,322-1.5% | $70,449-8.7% | $73,488-12.5% |
| Participation rate | 84.7% | 77.0%+7.7pp | 75.1%+9.6pp | 70.7%+14.0pp |
| Annual return | 12.01% | 15.71%-3.7pp | 109.03%-97.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $379 | $2,460-84.6% | $2,737-86.2% | $2,270-83.3% |
| Participant deferral / active EE | $2,203 | $3,375-34.7% | $3,709-40.6% | $3,740-41.1% |
| Admin fee / account holder | $68 | $214-68.1% | $3,845-98.2% | $513-86.7% |