Filed July 7, 2026 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $8,499 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $4,913 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,678 |
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 | $45,725 | $76,000-39.8% | $154,107-70.3% | $64,186-28.8% |
| Participation rate | 95.7% | 70.4%+25.2pp | 83.0%+12.6pp | 69.6%+26.1pp |
| Annual return | -3.81% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,216 | $3,351+55.7% | $5,298-1.5% | $2,381+119.1% |
| Participant deferral / active EE | $3,949 | $3,175+24.4% | $5,081-22.3% | $3,470+13.8% |
| Admin fee / account holder | $61 | $5,596-98.9% | $13,411-99.5% | $4,888-98.8% |