See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP INC Service code 13 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Contract Administrator | $13,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,933 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $320 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,688 | $102,553-47.6% | $151,611-64.6% | $66,914-19.8% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.5%+3.9pp | 69.8%+21.6pp |
| Annual return | -15.11% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,819 | $4,180-56.5% | $6,166-70.5% | $2,544-28.5% |
| Participant deferral / active EE | $4,211 | $6,641-36.6% | $8,363-49.7% | $4,237-0.6% |
| Admin fee / account holder | $29 | $630-95.5% | $11,616-99.8% | $593-95.2% |