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 | $106,396 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $59,433 |
NOVAK BIRKS, P.C.2 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $18,693 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,979 | $44,764+177.0% | $68,791+80.2% | $64,808+91.3% |
| Participation rate | 98.2% | 64.8%+33.4pp | 69.0%+29.2pp | 71.5%+26.7pp |
| Annual return | -15.89% | -10.91%-5.0pp | -6.38%-9.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $8,819 | $1,775+396.8% | $2,655+232.2% | $2,506+252.0% |
| Participant deferral / active EE | $9,829 | $3,238+203.6% | $3,941+149.4% | $4,310+128.0% |
| Admin fee / account holder | $178 | $151+17.7% | $4,932-96.4% | $188-5.2% |