Filed May 2, 2017
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 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $43,741 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 16 · EIN 47-1534832 | Consulting | $29,792 |
KATZ TELLER BRANT & HILD1 year Filed as: KATZ, TELLER, BRANT & HILD Service code 29 · EIN 31-0794435 | Legal | $23,020 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,750 | $46,173+51.1% | $170,442-59.1% | $69,631+0.2% |
| Participation rate | 62.2% | 63.9%-1.7pp | 83.6%-21.4pp | 70.7%-8.5pp |
| Annual return | 18.95% | 21.62%-2.7pp | 205.93%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,530 | $1,610+119.3% | $5,433-35.0% | $2,032+73.7% |
| Participant deferral / active EE | $1,800 | $2,080-13.5% | $4,939-63.6% | $3,224-44.2% |
| Admin fee / account holder | $177 | $116+53.0% | $13,880-98.7% | $110+60.7% |