Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $58,061 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,253 |
24 funds of $250K or more; 20 lines in all, holding $36.2M of the plan's $36.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $26.1M | 72.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 4.7% |
| ClearBridge Large Cap Growth Fund Class I Franklin Templeton · Mutual fund | $1.3M | 3.6% |
| JPMorgan Equity Income Fund Class R4 JPMorgan · Mutual fund | $1.1M | 3.1% |
| American Funds Fundamental Investors Class R-5E Capital Group · Mutual fund | $648K | 1.8% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $646K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $627K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $604K | 1.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $559K | 1.5% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class I Morgan Stanley · Mutual fund | $502K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.