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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $36,092 |
BERRY DUNN4 years Service code 10 · EIN 01-0523282 1000 ELM ST, 15TH FLOOR · MANCHESTER, NH 031011730 | Accounting | $9,903 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,519 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,697 | $79,124-24.6% | $60,874-1.9% | $64,808-7.9% |
| Participation rate | 84.7% | 77.7%+7.0pp | 73.1%+11.6pp | 71.5%+13.2pp |
| Annual return | -10.74% | -7.13%-3.6pp | 16.90%-27.6pp | 32.82%-43.6pp |
| Employer contribution / active EE | $1,141 | $3,050-62.6% | $2,701-57.8% | $2,506-54.5% |
| Participant deferral / active EE | $1,533 | $3,725-58.8% | $3,817-59.8% | $4,310-64.4% |
| Admin fee / account holder | $54 | $106-48.7% | $3,224-98.3% | $188-71.1% |