Filed June 19, 2018
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 15 · EIN 13-3689044 | Recordkeeping | $142,382 |
Filed as: MML INVESTORS SERVICES 04-3109325 Service code 22 | Insurance Broker | $55,011 |
THE HASLAUER GROUP, INC.6 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $30,316 |
AVINTUS5 years Service code 14 · EIN 04-3682160 | Plan Administrator | $18,656 |
Filed as: LEAFHOUSE FINANCIAL INVESTORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $11,660 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP INC 72-1487108 Service code 15 | Recordkeeping | $1,433 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,882 | $71,142-73.5% | $119,609-84.2% | $64,808-70.9% |
| Participation rate | 91.7% | 78.6%+13.0pp | 79.3%+12.4pp | 71.5%+20.2pp |
| Annual return | -17.18% | -10.01%-7.2pp | -14.97%-2.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,055 | $2,497-57.7% | $4,232-75.1% | $2,506-57.9% |
| Participant deferral / active EE | $2,818 | $4,490-37.2% | $5,602-49.7% | $4,310-34.6% |
| Admin fee / account holder | $185 | $162+14.1% | $10,323-98.2% | $188-1.5% |