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 7-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 | $31,065 |
Filed as: HAUSER RETIREMENT SOLUCTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $13,734 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $7,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,798 | $136,307-65.7% | $177,821-73.7% | $73,488-36.3% |
| Participation rate | 71.8% | 86.1%-14.3pp | 87.7%-16.0pp | 70.7%+1.1pp |
| Annual return | 16.52% | 18.68%-2.2pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,110 | $3,712-43.2% | $5,918-64.3% | $2,270-7.0% |
| Participant deferral / active EE | $4,230 | $5,829-27.4% | $7,714-45.2% | $3,740+13.1% |
| Admin fee / account holder | $478 | $596-19.7% | $12,427-96.2% | $513-6.8% |