Filed August 22, 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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $19,674 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,000 |
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 | $88,831 | $65,322+36.0% | $70,449+26.1% | $73,488+20.9% |
| Participation rate | 78.6% | 77.0%+1.7pp | 75.1%+3.6pp | 70.7%+7.9pp |
| Annual return | 13.91% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $4,467 | $2,460+81.6% | $2,737+63.2% | $2,270+96.8% |
| Participant deferral / active EE | $3,638 | $3,375+7.8% | $3,709-1.9% | $3,740-2.7% |
| Admin fee / account holder | $91 | $214-57.4% | $3,845-97.6% | $513-82.2% |