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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 |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,825 |
31 funds of $250K or more; 35 lines in all, holding $37.1M of the plan's $37.2M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Primecap Fund Vanguard · Mutual fund | $6.9M | 18.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.5M | 14.8% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $4.5M | 12.2% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $2.7M | 7.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $2.3M | 6.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.8M | 4.8% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $1.7M | 4.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.6M | 4.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.3M | 3.6% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $1.2M | 3.2% |
See the other 25 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 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Cash Reserves Federal Money Market Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,226 | $100,923+183.6% | $150,045+90.8% | $74,304+285.2% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.8pp | 60.3%+37.7pp |
| Annual return | 19.14% | 51.77%-32.6pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,529 | $3,463+30.8% | $4,693-3.5% | $2,241+102.1% |
| Participant deferral / active EE | $11,220 | $6,709+67.2% | $7,997+40.3% | $3,767+197.8% |
| Admin fee / account holder | $59 | $2,767-97.9% | $13,435-99.6% | $2,969-98.0% |