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 |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,733 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,621 |
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $11,521 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,688 |
21 funds of $250K or more; 16 lines in all, holding $23.8M of the plan's $24.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $14.2M | 59.5% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.5M | 14.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 7.1% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $857K | 3.6% |
| TRP Stable Value K T. Rowe Price · Stable value Stable value | $798K | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $588K | 2.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $537K | 2.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $338K | 1.4% |
| Cohen Steers Real Estate Securities Z Cxzix Cohen & Steers · Mutual fund | $329K | 1.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $316K | 1.3% |
See the other 6 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,881 | $54,193+12.3% | $93,606-35.0% | $77,643-21.6% |
| Participation rate | 51.3% | 63.9%-12.7pp | 68.7%-17.4pp | 70.6%-19.3pp |
| Annual return | 16.25% | 30.54%-14.3pp | 133.20%-116.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,116 | $1,168+81.1% | $2,420-12.6% | $2,726-22.4% |
| Participant deferral / active EE | $4,399 | $3,144+39.9% | $4,411-0.3% | $4,647-5.3% |
| Admin fee / account holder | $134 | $576-76.8% | $8,285-98.4% | $430-69.0% |