Filed August 27, 2026
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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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,020 | $91,762+13.4% | $67,502+54.1% | $77,643+34.0% |
| Participation rate | 88.8% | 75.9%+12.9pp | 72.9%+15.9pp | 70.6%+18.2pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3512.12%-3500.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,115 | $3,181-33.5% | $2,731-22.5% | $2,726-22.4% |
| Participant deferral / active EE | $3,536 | $3,903-9.4% | $4,000-11.6% | $4,647-23.9% |
| Admin fee / account holder | $1 | $176-99.5% | $3,998-100.0% | $430-99.8% |