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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $31,376 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,366 | $46,553+304.6% | $64,056+194.1% | $75,163+150.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.50% | 26.03%-10.5pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,843 | $1,974+246.7% | $2,747+149.2% | $2,670+156.3% |
| Participant deferral / active EE | $9,010 | $2,837+217.6% | $3,880+132.2% | $4,125+118.4% |
| Admin fee / account holder | $249 | $2,952-91.6% | $3,068-91.9% | $5,651-95.6% |