Filed September 12, 2025 (most recent of 2 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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $15,599 |
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 | $215,058 | $65,322+229.2% | $70,449+205.3% | $73,488+192.6% |
| Participation rate | 96.1% | 77.0%+19.1pp | 75.1%+21.0pp | 70.7%+25.4pp |
| Annual return | 13.61% | 15.71%-2.1pp | 109.03%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $7,636 | $2,460+210.4% | $2,737+179.0% | $2,270+236.4% |
| Participant deferral / active EE | $6,753 | $3,375+100.1% | $3,709+82.1% | $3,740+80.6% |
| Admin fee / account holder | $44 | $214-79.6% | $3,845-98.9% | $513-91.5% |