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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $27,816 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,316 |
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 | $66,071 | $65,322+1.1% | $70,449-6.2% | $73,488-10.1% |
| Participation rate | 77.0% | 77.0%0pp | 75.1%+1.9pp | 70.7%+6.3pp |
| Annual return | 6.19% | 15.71%-9.5pp | 109.03%-102.8pp | 28.51%-22.3pp |
| Employer contribution / active EE | $2,589 | $2,460+5.3% | $2,737-5.4% | $2,270+14.0% |
| Participant deferral / active EE | $4,303 | $3,375+27.5% | $3,709+16.0% | $3,740+15.1% |
| Admin fee / account holder | $185 | $214-13.6% | $3,845-95.2% | $513-63.9% |