Filings through .
Filed December 19, 2023 (most recent of 2 filings on file)
Name, email and phone are on Solo, $4.99 for your first month.
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.
1 fund of $250K or more; 31 lines in all, holding $1.7M of the plan's $2.6M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $583K | 33.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $200K | 11.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 9.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 9.9% |
| American AF Wash Mutual Inv R6 Capital Group · Mutual fund | $77K | 4.4% |
| DFA Inflat-Prot Securities Port Inst Dimensional · Mutual fund | $66K | 3.8% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $55K | 3.2% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $44K | 2.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $42K | 2.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $41K | 2.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.