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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,739 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,729 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,235 | $69,763+35.1% | $67,502+39.6% | $74,495+26.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.38% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $6,561 | $2,704+142.6% | $2,731+140.2% | $2,623+150.1% |
| Participant deferral / active EE | $5,274 | $3,636+45.1% | $4,000+31.9% | $4,346+21.4% |
| Admin fee / account holder | $105 | $896-88.3% | $3,998-97.4% | $1,942-94.6% |