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 BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,165 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $8,111 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,733 |
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 | $56,948 | $91,190-37.5% | $178,490-68.1% | $79,858-28.7% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 12.58% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,828 | $3,256+48.3% | $5,011-3.6% | $2,471+95.4% |
| Participant deferral / active EE | $4,368 | $3,236+35.0% | $5,202-16.0% | $3,740+16.8% |
| Admin fee / account holder | $57 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |