See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
17 funds of $250K or more; 23 lines in all, holding $14.4M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $7.2M | 49.8% |
| Insurance Company General Contracts, AT Contract Value Tiaa Traditional Annuity Account - Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.1M | 7.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $1.1M | 7.3% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $805K | 5.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $760K | 5.3% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $428K | 3.0% |
| Tiaa Access Nuv Intl Equity T4 TIAA (Nuveen) · Mutual fund | $375K | 2.6% |
| Tiaa Access Large Cap Responsible Equity T4 TIAA (Nuveen) · Mutual fund | $336K | 2.3% |
| Insurance Company General Contracts, AT Fair Value Tiaa Traditional Annuity Account - Non Benefit TIAA (Nuveen) · Insurance contract | $323K | 2.2% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $288K | 2.0% |
See the other 13 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTiaa Access Nuv Intl Equity T4 | $375K |
| AddedTiaa Access Large Cap Responsible Equity T4 | $336K |
| DroppedTiaa Access Nuv LgCp Res Eq | $291K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,945 | $49,915-34.0% | $154,803-78.7% | $74,304-55.7% |
| Participation rate | 94.0% | 54.0%+40.1pp | 78.1%+16.0pp | 60.3%+33.7pp |
| Annual return | 13.88% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,505 | $1,611+55.5% | $4,305-41.8% | $2,241+11.8% |
| Participant deferral / active EE | $4,193 | $2,255+86.0% | $5,540-24.3% | $3,767+11.3% |
| Admin fee / account holder | $2 | $2,189-99.9% | $14,329-100.0% | $2,969-99.9% |