Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $40,541 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $72,759 | $44,221+64.5% | $121,196-40.0% | $56,287+29.3% |
| Participation rate | 91.7% | 61.1%+30.7pp | 71.7%+20.0pp | 69.9%+21.9pp |
| Annual return | -4.71% | -3.58%-1.1pp | 16.93%-21.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,892 | $1,480+27.9% | $4,022-53.0% | $2,111-10.4% |
| Participant deferral / active EE | $7,268 | $2,521+188.3% | $3,344+117.3% | $3,350+117.0% |
| Admin fee / account holder | $154 | $480-68.0% | $5,019-96.9% | $521-70.5% |