Filed July 30, 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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,931 |
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 | $29,272 | $55,002-46.8% | $59,878-51.1% | $56,287-48.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.43% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $2,805 | $2,448+14.6% | $2,722+3.0% | $2,111+32.9% |
| Participant deferral / active EE | $4,167 | $3,121+33.5% | $3,402+22.5% | $3,350+24.4% |
| Admin fee / account holder | $56 | $236-76.2% | $3,590-98.4% | $521-89.2% |