Filed May 13, 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $13,790 |
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Advisory (Participants) | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,888 | $49,227+281.7% | $70,449+166.7% | $79,858+135.3% |
| Participation rate | 98.8% | 69.2%+29.6pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 14.90% | 30.06%-15.2pp | 109.03%-94.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,229 | $2,099+53.8% | $2,737+18.0% | $2,471+30.7% |
| Participant deferral / active EE | $5,091 | $2,768+84.0% | $3,709+37.3% | $3,740+36.1% |
| Admin fee / account holder | $101 | $2,878-96.5% | $3,845-97.4% | $5,306-98.1% |