Filed July 30, 2026
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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,909 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,887 | $52,467-58.3% | $57,179-61.7% | $55,167-60.3% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.3pp |
| Annual return | 2.15% | 7.72%-5.6pp | 14.59%-12.4pp | 169.23%-167.1pp |
| Employer contribution / active EE | $4,820 | $2,477+94.6% | $2,682+79.7% | $1,963+145.6% |
| Participant deferral / active EE | $4,383 | $2,830+54.9% | $3,096+41.6% | $3,054+43.5% |
| Admin fee / account holder | $31 | $269-88.5% | $3,139-99.0% | $504-93.9% |