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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $239,187 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $160,181 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $36,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,687 | $134,045-57.7% | $80,019-29.2% | $75,289-24.7% |
| Participation rate | 94.0% | 85.8%+8.3pp | 75.8%+18.2pp | 72.4%+21.6pp |
| Annual return | -4.74% | -0.56%-4.2pp | 11.22%-16.0pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,086 | $3,492-68.9% | $2,468-56.0% | $2,405-54.8% |
| Participant deferral / active EE | $3,247 | $4,976-34.8% | $3,686-11.9% | $3,739-13.2% |
| Admin fee / account holder | $132 | $124+6.5% | $6,521-98.0% | $102+29.0% |