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 LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,850 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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.
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 | $79,552 | $53,345+49.1% | $121,098-34.3% | $74,419+6.9% |
| Participation rate | 68.6% | 60.0%+8.7pp | 69.5%-0.8pp | 70.7%-2.1pp |
| Annual return | 19.21% | 35.15%-15.9pp | 985.75%-966.5pp | 34.38%-15.2pp |
| Employer contribution / active EE | $8,054 | $1,898+324.2% | $4,164+93.4% | $2,637+205.4% |
| Participant deferral / active EE | $6,840 | $3,221+112.4% | $4,080+67.7% | $4,528+51.1% |
| Admin fee / account holder | $101 | $382-73.5% | $5,644-98.2% | $348-70.9% |