Filed July 7, 2026 (most recent of 2 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,400 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,699 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,364 |
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 | $50,207 | $85,202-41.1% | $172,739-70.9% | $72,985-31.2% |
| Participation rate | 87.6% | 70.1%+17.6pp | 82.6%+5.0pp | 69.5%+18.1pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,428 | $3,324+33.2% | $5,143-13.9% | $2,440+81.5% |
| Participant deferral / active EE | $3,884 | $3,260+19.1% | $5,198-25.3% | $3,607+7.7% |
| Admin fee / account holder | $52 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |