Filings through .
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.
10 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.6M | 39.6% |
| MM S&P 500(R) Index I Manager not matched · Money market Index | $1.5M | 22.9% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $731K | 11.0% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $417K | 6.3% |
| Empower Fixed Income Fund Empower · Insurance contract | $378K | 5.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $250K | 3.8% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $212K | 3.2% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $156K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 1.7% |
| New World Fund (R6) Capital Group · Mutual fund | $76K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.