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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,394 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $56,355 |
NOVAK BIRKS, P.C.5+ years Service code 10 · EIN 43-1122456 | Accounting | $21,900 |
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 | $143,168 | $51,288+179.1% | $81,983+74.6% | $73,409+95.0% |
| Participation rate | 99.4% | 64.0%+35.4pp | 69.2%+30.1pp | 72.2%+27.2pp |
| Annual return | 15.92% | 29.48%-13.6pp | 41.31%-25.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $8,975 | $1,487+503.6% | $2,498+259.3% | $2,234+301.8% |
| Participant deferral / active EE | $8,915 | $2,715+228.3% | $3,722+139.5% | $3,805+134.3% |
| Admin fee / account holder | $197 | $125+57.0% | $5,664-96.5% | $158+24.6% |