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 | $86,527 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $59,165 |
NOVAK BIRKS, P.C.3 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $20,000 |
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 | $130,290 | $70,115+85.8% | $70,515+84.8% | $80,160+62.5% |
| Participation rate | 98.8% | 71.7%+27.2pp | 68.3%+30.5pp | 72.9%+25.9pp |
| Annual return | 21.22% | 134.51%-113.3pp | 32.77%-11.6pp | 40.38%-19.2pp |
| Employer contribution / active EE | $9,675 | $3,021+220.2% | $2,973+225.4% | $2,978+224.9% |
| Participant deferral / active EE | $10,445 | $4,495+132.4% | $4,567+128.7% | $5,017+108.2% |
| Admin fee / account holder | $138 | $112+23.1% | $6,412-97.8% | $145-4.6% |