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 |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $21,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,305 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,188 | $71,192-12.6% | $117,854-47.2% | $62,292-0.2% |
| Participation rate | 40.4% | 74.2%-33.8pp | 79.7%-39.3pp | 69.5%-29.1pp |
| Annual return | 16.55% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $945 | $1,934-51.1% | $3,786-75.0% | $2,042-53.7% |
| Participant deferral / active EE | $1,659 | $3,189-48.0% | $4,482-63.0% | $3,169-47.7% |
| Admin fee / account holder | $493 | $587-16.1% | $8,020-93.9% | $479+2.8% |