Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $57,135 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $98 |
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 | $90,169 | $94,833-4.9% | $75,696+19.1% | $86,799+3.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 12.71% | 16.91%-4.2pp | 104.53%-91.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $4,445 | $2,904+53.0% | $2,743+62.1% | $2,405+84.8% |
| Participant deferral / active EE | $4,697 | $3,632+29.3% | $3,821+22.9% | $4,131+13.7% |
| Admin fee / account holder | $129 | $109+18.8% | $3,619-96.4% | $170-23.9% |