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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,916 |
24 funds of $250K or more; 20 lines in all, holding $72.3M of the plan's $72.9M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $37.4M | 51.7% |
| Vanguard Index Admiral Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.7M | 12.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.8M | 8.0% |
| Money Market Fund Vanguard Group Vanguard · Money market Recordkeeper's own fund | $4.9M | 6.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.8M | 5.3% |
| MidCap Account (Instl) Principal · Mutual fund | $2.2M | 3.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.2M | 3.0% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.5M | 2.1% |
| Par, or Maturity Value Cost Value Mutual Funds AMG Manager not matched · Mutual fund | $1.3M | 1.7% |
| TCW Metwest Total Return Bond Fund (P) TCW · Mutual fund | $1.0M | 1.4% |
See the other 10 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,638 | $106,028+0.6% | $146,958-27.4% | $77,643+37.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 17.50% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,007 | $4,063-50.6% | $4,933-59.3% | $2,726-26.4% |
| Participant deferral / active EE | $10,261 | $7,990+28.4% | $8,070+27.2% | $4,647+120.8% |
| Admin fee / account holder | $63 | $337-81.2% | $12,998-99.5% | $430-85.3% |