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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,665 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,607 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $6,056 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,167 | $65,223-4.7% | $80,019-22.3% | $55,725+11.6% |
| Participation rate | 82.1% | 80.6%+1.5pp | 75.8%+6.3pp | 70.9%+11.2pp |
| Annual return | -4.76% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,102 | $2,544-56.7% | $2,468-55.3% | $2,078-46.9% |
| Participant deferral / active EE | $3,048 | $3,881-21.5% | $3,686-17.3% | $3,356-9.2% |
| Admin fee / account holder | $113 | $114-1.2% | $6,521-98.3% | $115-2.0% |