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 9-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 |
|---|---|---|
Service code 13 · EIN 04-0127290 | Contract Administrator | $78,822 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,388 |
CORBCO INC6 years Service code 49 · EIN 04-3260807 | Other Services | $8,525 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
21 funds of $250K or more; 31 lines in all, holding $20.7M of the plan's $21.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.6M | 27.3% |
| Current Mutual Funds American Funds Capital Group · Mutual fund | $3.7M | 17.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.7M | 8.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.5M | 7.4% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.4M | 6.6% |
| Fidelity Investments Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $917K | 4.4% |
| Nuveen Real Estate Securities Select Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class A | $761K | 3.7% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $546K | 2.6% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $533K | 2.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $437K | 2.1% |
See the other 21 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,250 | $88,083+51.3% | $164,813-19.2% | $74,495+78.9% |
| Participation rate | 82.5% | 73.0%+9.5pp | 78.6%+3.9pp | 67.2%+15.3pp |
| Annual return | 13.01% | 17.26%-4.3pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,303 | $2,593+27.4% | $4,341-23.9% | $2,623+25.9% |
| Participant deferral / active EE | $7,543 | $4,498+67.7% | $6,031+25.1% | $4,346+73.6% |
| Admin fee / account holder | $490 | $2,234-78.1% | $12,690-96.1% | $1,942-74.8% |