See peer percentile detail with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,307 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,103 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
7 funds of $250K or more; 15 lines in all, holding $4.0M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $3.2M | 80.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 1 vintage | $494K | 12.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $107K | 2.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 2.0% |
| Special Small Capital Value Manager not matched · Other | $55K | 1.4% |
| Carillon Scout Mid Cap Fund Class R-6 Raymond James · Mutual fund | $18K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.3% |
| American Amf Bond Fund OF America Capital Group · Mutual fund | $8K | 0.2% |
| Allspring Small Company Growth Fund Allspring · Mutual fund | $8K | 0.2% |
| Htfd SCH Emerging Markets Equity SDR Manager not matched · Other | $5K | 0.1% |
See the other 5 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.
Added 2 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock LifePath 2040 Fund | $2.5M |
| ReplacedHighJPMorgan Smartret 2040 R6 to BlackRock LifePath Income Fund | $596K to $657K |
| AddedBlackrock Lifepath Index 2055 Fund Class K Shares | $494K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,088 | $59,623-83.1% | $95,585-89.4% | $85,563-88.2% |
| Participation rate | 88.7% | 57.2%+31.4pp | 72.1%+16.6pp | 66.0%+22.7pp |
| Annual return | 14.97% | 18.22%-3.2pp | 38.56%-23.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $634 | $1,669-62.0% | $2,527-74.9% | $2,654-76.1% |
| Participant deferral / active EE | $1,852 | $3,357-44.8% | $4,023-54.0% | $4,375-57.7% |
| Admin fee / account holder | $78 | $650-88.0% | $6,127-98.7% | $834-90.6% |