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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $38,286 |
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 | $210,967 | $69,763+202.4% | $67,502+212.5% | $74,495+183.2% |
| Participation rate | 91.1% | 71.4%+19.7pp | 72.9%+18.2pp | 67.2%+23.9pp |
| Annual return | 12.56% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $8,838 | $2,704+226.9% | $2,731+223.6% | $2,623+236.9% |
| Participant deferral / active EE | $8,192 | $3,636+125.3% | $4,000+104.8% | $4,346+88.5% |
| Admin fee / account holder | $109 | $896-87.9% | $3,998-97.3% | $1,942-94.4% |