Filed October 30, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 10 · EIN 26-4310632 | Accounting | $72,531 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,090 | $124,414-34.0% | $115,157-28.7% | $67,579+21.5% |
| Participation rate | 63.6% | 58.1%+5.6pp | 75.9%-12.3pp | 71.3%-7.6pp |
| Annual return | 21.17% | 29.40%-8.2pp | 35.60%-14.4pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,395 | $1,454-4.1% | $3,179-56.1% | $2,148-35.1% |
| Participant deferral / active EE | $2,897 | $2,331+24.3% | $4,168-30.5% | $3,539-18.2% |
| Admin fee / account holder | $214 | $361-40.9% | $7,088-97.0% | $142+50.2% |