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 LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $53,327 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,367 | $58,778+79.3% | $129,207-18.5% | $77,643+35.7% |
| Participation rate | 78.4% | 59.2%+19.1pp | 69.6%+8.7pp | 70.6%+7.8pp |
| Annual return | 42.20% | 24.73%+17.5pp | 9417.33%-9375.1pp | 31.24%+11.0pp |
| Employer contribution / active EE | $9,072 | $1,952+364.7% | $4,153+118.4% | $2,726+232.8% |
| Participant deferral / active EE | $8,448 | $3,212+163.0% | $4,168+102.7% | $4,647+81.8% |
| Admin fee / account holder | $112 | $589-81.1% | $7,715-98.6% | $430-74.1% |