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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,812 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $2,860 |
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 | $73,188 | $91,762-20.2% | $67,502+8.4% | $77,643-5.7% |
| Participation rate | 87.3% | 75.9%+11.4pp | 72.9%+14.4pp | 70.6%+16.7pp |
| Annual return | 14.54% | 14.87%-0.3pp | 3512.12%-3497.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,174 | $3,181-63.1% | $2,731-57.0% | $2,726-56.9% |
| Participant deferral / active EE | $1,513 | $3,903-61.3% | $4,000-62.2% | $4,647-67.5% |
| Admin fee / account holder | $62 | $176-64.8% | $3,998-98.5% | $430-85.6% |