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 |
|---|---|---|
SBHU LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $7,986 |
THE HASLAUER GROUP, INC.6 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,750 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,057 |
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 | $55,990 | $61,272-8.6% | $149,673-62.6% | $71,457-21.6% |
| Participation rate | 90.0% | 62.5%+27.5pp | 78.8%+11.2pp | 67.9%+22.1pp |
| Annual return | 23.23% | 35.85%-12.6pp | 134.42%-111.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $4,595 | $2,378+93.2% | $4,818-4.6% | $2,588+77.6% |
| Participant deferral / active EE | $5,099 | $2,917+74.8% | $5,680-10.2% | $4,289+18.9% |
| Admin fee / account holder | $55 | $1,261-95.6% | $13,210-99.6% | $1,587-96.5% |