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 | $102,177 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $61,819 |
NOVAK BIRKS, P.C.4 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $15,480 |
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 | $139,843 | $81,357+71.9% | $75,972+84.1% | $199,593-29.9% |
| Participation rate | 98.1% | 69.9%+28.2pp | 69.1%+29.0pp | 72.0%+26.1pp |
| Annual return | 16.50% | 16.32%+0.2pp | 359.55%-343.1pp | 34.25%-17.8pp |
| Employer contribution / active EE | $10,433 | $3,341+212.3% | $2,685+288.6% | $3,034+243.8% |
| Participant deferral / active EE | $11,593 | $4,710+146.1% | $4,255+172.4% | $5,087+127.9% |
| Admin fee / account holder | $134 | $144-7.1% | $6,467-97.9% | $269-50.1% |