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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.
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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 37 · EIN 04-2647786 | Loan Processing | $25,308 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $17,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,063 | $88,515-48.0% | $162,163-71.6% | $67,579-31.8% |
| Participation rate | 69.0% | 86.8%-17.8pp | 87.6%-18.6pp | 71.3%-2.3pp |
| Annual return | 84.36% | 27.04%+57.3pp | 115.59%-31.2pp | 378.56%-294.2pp |
| Employer contribution / active EE | $958 | $3,563-73.1% | $5,614-82.9% | $2,148-55.4% |
| Participant deferral / active EE | $3,547 | $5,724-38.0% | $7,298-51.4% | $3,539+0.2% |
| Admin fee / account holder | $182 | $124+46.9% | $10,843-98.3% | $142+27.7% |