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 | $47,455 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $20,719 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $282,082 | $70,908+297.8% | $98,907+185.2% | $73,488+283.8% |
| Participation rate | 99.2% | 73.8%+25.5pp | 76.0%+23.2pp | 70.7%+28.6pp |
| Annual return | 32.24% | 34.17%-1.9pp | 196.43%-164.2pp | 28.51%+3.7pp |
| Employer contribution / active EE | $3,849 | $2,036+89.0% | $2,689+43.2% | $2,270+69.6% |
| Participant deferral / active EE | $5,731 | $3,500+63.8% | $4,244+35.0% | $3,740+53.3% |
| Admin fee / account holder | $236 | $535-55.8% | $6,642-96.4% | $513-53.9% |