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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.
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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 |
|---|---|---|
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W. 112TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,559 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $65,061-55.0% | $143,757-79.6% | $66,914-56.2% |
| Participation rate | 54.5% | 65.2%-10.7pp | 80.3%-25.8pp | 69.8%-15.3pp |
| Annual return | -8.68% | -11.14%+2.5pp | -0.04%-8.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $1,176 | $2,361-50.2% | $4,951-76.3% | $2,544-53.8% |
| Participant deferral / active EE | $2,206 | $2,919-24.4% | $5,637-60.9% | $4,237-47.9% |
| Admin fee / account holder | $257 | $502-48.8% | $14,673-98.2% | $593-56.7% |