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 LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $49,104 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,976 | $47,898+44.0% | $117,472-41.3% | $64,808+6.4% |
| Participation rate | 68.0% | 61.9%+6.2pp | 70.6%-2.5pp | 71.5%-3.4pp |
| Annual return | -15.10% | -15.54%+0.4pp | 29.74%-44.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,498 | $1,774-15.6% | $4,176-64.1% | $2,506-40.2% |
| Participant deferral / active EE | $5,814 | $3,151+84.5% | $4,070+42.8% | $4,310+34.9% |
| Admin fee / account holder | $117 | $132-11.3% | $5,645-97.9% | $188-37.7% |