Filed March 22, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,523 |
MARINER LLC9 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $42,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,562 | $116,081-25.4% | $156,181-44.6% | $79,634+8.7% |
| Participation rate | 27.2% | 75.6%-48.4pp | 78.8%-51.6pp | 62.5%-35.3pp |
| Annual return | 15.22% | 15.89%-0.7pp | 64.87%-49.7pp | 36.46%-21.2pp |
| Employer contribution / active EE | $817 | $2,828-71.1% | $4,294-81.0% | $2,529-67.7% |
| Participant deferral / active EE | $1,677 | $4,584-63.4% | $6,132-72.7% | $3,835-56.3% |
| Admin fee / account holder | $393 | $854-54.0% | $14,586-97.3% | $1,002-60.8% |