Filed November 26, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,999 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $17,844 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,995 | $63,299+315.5% | $91,001+189.0% | $62,292+322.2% |
| Participation rate | 94.6% | 73.3%+21.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 15.04% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $9,882 | $1,807+446.9% | $2,456+302.4% | $2,042+383.9% |
| Participant deferral / active EE | $4,841 | $2,943+64.5% | $3,547+36.5% | $3,169+52.7% |
| Admin fee / account holder | $245 | $468-47.7% | $5,417-95.5% | $479-48.9% |