See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,375 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $23,784 |
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 | $36,713 | $99,957-63.3% | $149,696-75.5% | $73,488-50.0% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.9pp | 70.7%+17.7pp |
| Annual return | 67.69% | 53.87%+13.8pp | 276.60%-208.9pp | 28.51%+39.2pp |
| Employer contribution / active EE | $2,764 | $3,191-13.4% | $4,644-40.5% | $2,270+21.7% |
| Participant deferral / active EE | $6,333 | $6,073+4.3% | $6,842-7.4% | $3,740+69.4% |
| Admin fee / account holder | $197 | $551-64.2% | $9,309-97.9% | $513-61.6% |