Filed March 6, 2026 (most recent of 5 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,104 |
BERRY DUNN1 year Service code 10 · EIN 01-0523282 1000 ELM ST, 15TH FLOOR · MANCHESTER, NH 031011730 | Accounting | $20,025 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $7,098 |
Participant contribution per participant 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 | $59,447 | $95,542-37.8% | $69,455-14.4% | $67,579-12.0% |
| Participation rate | 86.1% | 79.4%+6.8pp | 74.6%+11.5pp | 71.3%+14.9pp |
| Annual return | 15.61% | 17.67%-2.1pp | 28.97%-13.4pp | 378.56%-362.9pp |
| Employer contribution / active EE | $2,334 | $2,989-21.9% | $2,779-16.0% | $2,148+8.7% |
| Participant deferral / active EE | $1,365 | $3,263-58.2% | $3,535-61.4% | $3,539-61.4% |
| Admin fee / account holder | $55 | $90-38.8% | $3,839-98.6% | $142-61.3% |