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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $197,858 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $69,116 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,807 |
26 funds of $250K or more; 18 lines in all, holding $215M of the plan's $226M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $171M | 79.7% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.4M | 5.8% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 3.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.9M | 1.4% |
| Money Market Trust Retirement Government Money Marke Fidelity (FMR) · Money market Recordkeeper's own fund | $2.9M | 1.4% |
| Artisan International Fund Institutional Shares Artisan Partners · Mutual fund | $2.5M | 1.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 1.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $2.1M | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 0.9% |
See the other 8 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.
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 | $69,816 | $241,101-71.0% | $103,333-32.4% | $199,593-65.0% |
| Participation rate | 76.2% | 78.3%-2.0pp | 74.5%+1.7pp | 72.0%+4.3pp |
| Annual return | 35.78% | 17.80%+18.0pp | 24.88%+10.9pp | 34.25%+1.5pp |
| Employer contribution / active EE | $2,183 | $4,244-48.6% | $3,868-43.6% | $3,034-28.1% |
| Participant deferral / active EE | $5,837 | $3,958+47.5% | $5,057+15.4% | $5,087+14.7% |
| Admin fee / account holder | $93 | $288-67.8% | $8,355-98.9% | $269-65.5% |