Filed August 19, 2025 (most recent of 4 filings on file)
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.
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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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,346,685 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $71,748 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $21,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,552 | $129,352+66.6% | $70,449+206.0% | $106,222+102.9% |
| Participation rate | 93.8% | 73.1%+20.8pp | 75.1%+18.8pp | 70.8%+23.0pp |
| Annual return | 12.89% | 13.88%-1.0pp | 109.03%-96.1pp | 21.69%-8.8pp |
| Employer contribution / active EE | $3,851 | $5,470-29.6% | $2,737+40.7% | $2,723+41.4% |
| Participant deferral / active EE | $7,294 | $4,597+58.7% | $3,709+96.7% | $4,600+58.6% |
| Admin fee / account holder | $53 | $37+43.9% | $3,845-98.6% | $78-32.6% |