Filed April 19, 2021 (most recent of 4 filings on file)
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 LLC2+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $21,886 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,070 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,941 | $53,925-40.8% | $75,670-57.8% | $69,631-54.1% |
| Participation rate | 42.7% | 71.2%-28.5pp | 72.3%-29.6pp | 70.7%-27.9pp |
| Annual return | 11.54% | 17.84%-6.3pp | 27.34%-15.8pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $672 | $1,802-62.7% | $2,352-71.4% | $2,032-66.9% |
| Participant deferral / active EE | $1,891 | $2,569-26.4% | $3,142-39.8% | $3,224-41.3% |
| Admin fee / account holder | $145 | $97+49.3% | $5,800-97.5% | $110+31.3% |