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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $39,164 |
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 | $81,438 | $46,722+74.3% | $130,648-37.7% | $65,185+24.9% |
| Participation rate | 91.5% | 60.9%+30.6pp | 71.7%+19.8pp | 70.2%+21.3pp |
| Annual return | 25.96% | 24.17%+1.8pp | 1708.96%-1683.0pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,872 | $1,488+25.8% | $4,092-54.2% | $2,177-14.0% |
| Participant deferral / active EE | $7,080 | $2,545+178.2% | $3,603+96.5% | $3,514+101.5% |
| Admin fee / account holder | $131 | $453-71.2% | $5,464-97.6% | $847-84.6% |