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 13 · EIN 35-1140070 | Contract Administrator | $9,087 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP Service code 15 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 700620000 | Recordkeeping | $2,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,830 | $31,388-8.1% | $73,545-60.8% | $62,292-53.7% |
| Participation rate | 20.3% | 39.9%-19.6pp | 54.9%-34.7pp | 69.5%-49.3pp |
| Annual return | 15.06% | 25.34%-10.3pp | -15.16%+30.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $115 | $498-76.8% | $1,219-90.5% | $2,042-94.3% |
| Participant deferral / active EE | $416 | $1,028-59.6% | $1,806-77.0% | $3,169-86.9% |
| Admin fee / account holder | $294 | $299-1.9% | $2,320-87.3% | $479-38.7% |