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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,557 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $32,000 |
HOGANTAYLOR LLP9+ years Service code 10 · EIN 73-1413977 | Accounting | $22,700 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,820 | $91,762-2.1% | $67,502+33.1% | $77,643+15.7% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.9%+21.5pp | 70.6%+23.8pp |
| Annual return | 11.48% | 14.87%-3.4pp | 3512.12%-3500.6pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,351 | $3,181-57.5% | $2,731-50.5% | $2,726-50.4% |
| Participant deferral / active EE | $4,038 | $3,903+3.5% | $4,000+1.0% | $4,647-13.1% |
| Admin fee / account holder | $149 | $176-15.3% | $3,998-96.3% | $430-65.4% |