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 |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $78,260 |
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $86 |
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 | $98,861 | $96,018+3.0% | $65,493+50.9% | $85,563+15.5% |
| Participation rate | 99.7% | 74.8%+24.9pp | 73.1%+26.6pp | 66.0%+33.7pp |
| Annual return | 15.87% | 14.51%+1.4pp | 982.45%-966.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $5,026 | $3,235+55.4% | $2,574+95.2% | $2,654+89.4% |
| Participant deferral / active EE | $5,076 | $4,055+25.2% | $3,961+28.2% | $4,375+16.0% |
| Admin fee / account holder | $136 | $271-49.8% | $5,028-97.3% | $834-83.7% |