Filed September 30, 2025 (most recent of 6 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 |
|---|---|---|
TIAA7 years Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $156,407 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $59,767 |
SPENCER FANE LLP10+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 50 · EIN 44-0561981 1000 WALNUT ST STE 1400 · KANSAS CITY, MO 64106 | Direct Payment | $20,186 |
CLIFTONLARSONALLEN LLP6 years Service code 27 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $17,325 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Annual investment return 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 | $184,438 | $91,762+101.0% | $67,502+173.2% | $77,643+137.5% |
| Participation rate | 99.5% | 75.9%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 11.05% | 14.87%-3.8pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $7,820 | $3,181+145.8% | $2,731+186.4% | $2,726+186.9% |
| Participant deferral / active EE | $5,017 | $3,903+28.5% | $4,000+25.4% | $4,647+8.0% |
| Admin fee / account holder | $125 | $176-29.2% | $3,998-96.9% | $430-71.0% |