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 BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $35,125 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $23,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,635 | $60,989+10.9% | $60,874+11.1% | $66,914+1.1% |
| Participation rate | 62.7% | 74.5%-11.8pp | 73.1%-10.4pp | 69.8%-7.1pp |
| Annual return | -13.55% | -9.60%-4.0pp | 16.90%-30.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,078 | $2,661+15.7% | $2,701+14.0% | $2,544+21.0% |
| Participant deferral / active EE | $4,191 | $3,615+15.9% | $3,817+9.8% | $4,237-1.1% |
| Admin fee / account holder | $216 | $338-36.1% | $3,224-93.3% | $593-63.5% |