Filed October 21, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $288,525 |
SAINT LOUIS UNIVERSITY2 years Service code 50 · EIN 43-0654872 | Direct Payment | $108,114 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,481 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $15,173 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $4,912 |
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 | $126,870 | $113,293+12.0% | $67,502+87.9% | $199,593-36.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 72.9%+8.4pp | 72.0%+9.3pp |
| Annual return | 12.05% | 15.88%-3.8pp | 3512.12%-3500.1pp | 34.25%-22.2pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,108 | $4,159+22.8% | $4,000+27.7% | $5,087+0.4% |
| Admin fee / account holder | $61 | $103-40.2% | $3,998-98.5% | $269-77.2% |