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 8-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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $60,000 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $33,660 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $13,832 |
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 | $76,190 | $98,180-22.4% | $62,995+20.9% | $177,276-57.0% |
| Participation rate | 93.9% | 75.3%+18.6pp | 74.8%+19.1pp | 74.8%+19.0pp |
| Annual return | 12.55% | 16.81%-4.3pp | 87.57%-75.0pp | 21.25%-8.7pp |
| Employer contribution / active EE | $4,882 | $3,885+25.7% | $2,759+77.0% | $2,479+96.9% |
| Participant deferral / active EE | $0 | $3,805-100.0% | $3,329-100.0% | $3,881-100.0% |
| Admin fee / account holder | $13 | $31-56.9% | $3,600-99.6% | $154-91.3% |