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 ADVISORS4+ years Service code 28 · EIN 13-3052851 | Investment Management | $65,093 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,279 |
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 | $94,127 | $105,581-10.8% | $70,449+33.6% | $90,288+4.3% |
| Participation rate | 91.8% | 77.5%+14.2pp | 75.1%+16.7pp | 73.4%+18.4pp |
| Annual return | 11.42% | 14.78%-3.4pp | 109.03%-97.6pp | 53.97%-42.5pp |
| Employer contribution / active EE | $4,703 | $3,304+42.4% | $2,737+71.9% | $2,524+86.3% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $12 | $68-82.6% | $3,845-99.7% | $114-89.7% |