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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $442,022 |
OBERON SECURITIES, LLC6 years Service code 16 260 MADISON AVE · NEW YORK, NY 10016 | Consulting | $208,199 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $25,750 |
ZWICK & BANYAI PLLC1 year Filed as: ZWICK CPA, PLLC Service code 10 · EIN 38-3187343 | Accounting | $18,050 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,838 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,786 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
23 funds of $250K or more; 25 lines in all, holding $163M of the plan's $182M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.6M | 17.5% |
| Vanguard Growth Index I Fund Vanguard · Mutual fund Index | $23.1M | 14.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $16.3M | 10.0% |
| IDT Corporation Stock Fund Manager not matched · Mutual fund | $14.1M | 8.6% |
| Investments at contract value: Transamerica Guaranteed Investment Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $10.5M | 6.4% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $8.8M | 5.4% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $8.3M | 5.1% |
| Transamerica LifeGoal(SM) 2035 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $7.7M | 4.7% |
| Transamerica LifeGoal(SM) 2040 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $6.8M | 4.2% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.5M | 4.0% |
See the other 15 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 | $108,193 | $89,808+20.5% | $100,391+7.8% | $77,643+39.3% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 15.68% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,410 | $3,039+12.2% | $3,942-13.5% | $2,726+25.1% |
| Participant deferral / active EE | $8,580 | $8,284+3.6% | $8,082+6.2% | $4,647+84.6% |
| Admin fee / account holder | $296 | $174+69.5% | $7,899-96.3% | $430-31.3% |