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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,029 |
Filed as: HAUSER RETIREMENT SOLUCTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $43,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,071 | $73,404-1.8% | $87,100-17.3% | $67,579+6.6% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.9%+19.1pp | 71.3%+24.7pp |
| Annual return | 24.56% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $4,009 | $2,014+99.0% | $2,521+59.0% | $2,148+86.6% |
| Participant deferral / active EE | $8,819 | $3,913+125.4% | $4,049+117.8% | $3,539+149.2% |
| Admin fee / account holder | $267 | $142+88.4% | $7,497-96.4% | $142+87.5% |