Filed June 18, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 AMIR MARTIN · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $23,952 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,978 |
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 | $60,072 | $57,976+3.6% | $62,995-4.6% | $62,292-3.6% |
| Participation rate | 89.3% | 75.9%+13.3pp | 74.8%+14.4pp | 69.5%+19.7pp |
| Annual return | 11.94% | 17.54%-5.6pp | 87.57%-75.6pp | 28.90%-17.0pp |
| Employer contribution / active EE | $3,016 | $2,415+24.9% | $2,759+9.3% | $2,042+47.7% |
| Participant deferral / active EE | $3,858 | $2,956+30.5% | $3,329+15.9% | $3,169+21.7% |
| Admin fee / account holder | $126 | $276-54.3% | $3,600-96.5% | $479-73.7% |