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 | $138,079 |
Filed as: MML INVESTORS SERVICES 04-3109325 Service code 22 | Insurance Broker | $45,964 |
THE HASLAUER GROUP, INC.8 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $32,658 |
HASLAUER PREMIER LLC1 year Service code 14 · EIN 86-1885219 | Plan Administrator | $20,097 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $12,561 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,771 | $89,436-70.1% | $164,813-83.8% | $77,643-65.5% |
| Participation rate | 92.7% | 78.6%+14.1pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 14.64% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,235 | $2,569-51.9% | $4,341-71.6% | $2,726-54.7% |
| Participant deferral / active EE | $3,235 | $4,897-33.9% | $6,031-46.4% | $4,647-30.4% |
| Admin fee / account holder | $183 | $339-46.1% | $12,690-98.6% | $430-57.5% |