Filed November 10, 2025 (most recent of 3 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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
Filed as: TRANSAMERICA FINANCIAL LIFE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $384 |
Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $320 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 22 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR PLAZA · JERSEY CITY, NJ 07311 | Insurance Broker | $0 |
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 | $24,962 | $46,072-45.8% | $70,014-64.3% | $55,167-54.8% |
| Participation rate | 84.5% | 67.5%+17.1pp | 71.8%+12.7pp | 69.0%+15.5pp |
| Annual return | 5.76% | 8.68%-2.9pp | 12.99%-7.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $628 | $1,500-58.2% | $2,338-73.2% | $1,963-68.0% |
| Participant deferral / active EE | $2,025 | $2,344-13.6% | $2,931-30.9% | $3,054-33.7% |
| Admin fee / account holder | $9 | $428-97.9% | $4,380-99.8% | $504-98.2% |