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 LLC3 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $43,256 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,606 | $53,901+71.8% | $134,143-31.0% | $73,488+26.0% |
| Participation rate | 95.0% | 62.8%+32.2pp | 72.2%+22.9pp | 70.7%+24.3pp |
| Annual return | 16.33% | 15.82%+0.5pp | 36.33%-20.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,969 | $1,458+35.0% | $3,704-46.8% | $2,270-13.3% |
| Participant deferral / active EE | $7,850 | $2,739+186.6% | $3,499+124.4% | $3,740+109.9% |
| Admin fee / account holder | $140 | $581-76.0% | $6,684-97.9% | $513-72.8% |