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 | $46,028 |
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $19,109 |
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 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 | $221,661 | $66,310+234.3% | $93,606+136.8% | $65,185+240.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 15.08% | 42.58%-27.5pp | 32.76%-17.7pp | 29.38%-14.3pp |
| Employer contribution / active EE | $3,717 | $2,012+84.7% | $2,718+36.8% | $2,177+70.8% |
| Participant deferral / active EE | $5,258 | $3,342+57.3% | $4,069+29.2% | $3,514+49.6% |
| Admin fee / account holder | $228 | $6,897-96.7% | $7,888-97.1% | $847-73.1% |