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.5 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,480 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $6,119 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,771 | $73,867-40.7% | $143,757-69.6% | $68,494-36.1% |
| Participation rate | 89.5% | 66.7%+22.8pp | 80.3%+9.2pp | 67.9%+21.6pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,484 | $3,184+40.8% | $4,951-9.4% | $2,596+72.7% |
| Participant deferral / active EE | $4,643 | $3,384+37.2% | $5,637-17.6% | $4,027+15.3% |
| Admin fee / account holder | $54 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |