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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,399 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,800 |
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 | $88,934 | $65,557+35.7% | $64,056+38.8% | $71,457+24.5% |
| Participation rate | 98.6% | 73.2%+25.5pp | 72.3%+26.3pp | 67.9%+30.7pp |
| Annual return | 14.84% | 18.94%-4.1pp | 33.69%-18.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $6,161 | $2,669+130.8% | $2,747+124.3% | $2,588+138.1% |
| Participant deferral / active EE | $4,748 | $3,626+31.0% | $3,880+22.4% | $4,289+10.7% |
| Admin fee / account holder | $93 | $616-84.8% | $3,068-97.0% | $1,587-94.1% |