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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,080 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $2,149 |
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 | $66,917 | $83,884-20.2% | $64,056+4.5% | $74,419-10.1% |
| Participation rate | 86.6% | 76.6%+10.0pp | 72.3%+14.3pp | 70.7%+15.9pp |
| Annual return | 15.36% | 16.57%-1.2pp | 33.69%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,233 | $3,084-60.0% | $2,747-55.1% | $2,637-53.2% |
| Participant deferral / active EE | $1,626 | $3,692-56.0% | $3,880-58.1% | $4,528-64.1% |
| Admin fee / account holder | $45 | $196-76.8% | $3,068-98.5% | $348-86.9% |