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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $28,708 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $8,940 |
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 | $80,421 | $60,989+31.9% | $60,874+32.1% | $66,914+20.2% |
| Participation rate | 69.4% | 74.5%-5.0pp | 73.1%-3.7pp | 69.8%-0.4pp |
| Annual return | -12.71% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,184 | $2,661+57.3% | $2,701+54.9% | $2,544+64.5% |
| Participant deferral / active EE | $3,501 | $3,615-3.1% | $3,817-8.3% | $4,237-17.4% |
| Admin fee / account holder | $99 | $338-70.8% | $3,224-96.9% | $593-83.4% |