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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,890 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$18,442 |
22 funds of $250K or more; 19 lines in all, holding $33.3M of the plan's $33.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.6M | 38.0% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.6M | 17.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 10.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 8.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 4.6% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 4.4% |
| Fidelity Diversifd Intl Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $973K | 2.9% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $940K | 2.8% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $810K | 2.4% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $622K | 1.9% |
See the other 9 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,418 | $106,028-28.9% | $146,958-48.7% | $77,643-2.9% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 22.43% | 56.73%-34.3pp | 418.34%-395.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $2,030 | $4,063-50.0% | $4,933-58.8% | $2,726-25.5% |
| Participant deferral / active EE | $12,613 | $7,990+57.9% | $8,070+56.3% | $4,647+171.4% |
| Admin fee / account holder | -$26 | $337-107.8% | $12,998-100.2% | $430-106.1% |