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 |
|---|---|---|
HBKS WEALTH ADVISORS5 years Service code 27 · EIN 34-1925728 | Advisory (Plan) | $49,788 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,879 |
15 funds of $250K or more; 14 lines in all, holding $12.6M of the plan's $12.6M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $6.7M | 52.7% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 9.3% |
| Vanguard Equtiy Income Adm Vanguard · Mutual fund | $1.0M | 8.3% |
| Eupac Fund Capital Group · Mutual fund | $833K | 6.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $596K | 4.7% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $442K | 3.5% |
| JPMorgan Emerging Markets Equity Fund JPMorgan · Mutual fund | $410K | 3.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $300K | 2.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 2.3% |
| Reliance MetLife GAC-25053 Class O MetLife · Collective trust | $284K | 2.2% |
See the other 4 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,036 | $55,416-29.6% | $75,972-48.6% | $77,643-49.7% |
| Participation rate | 93.0% | 63.6%+29.4pp | 69.1%+24.0pp | 70.6%+22.4pp |
| Annual return | 13.17% | 17.07%-3.9pp | 359.55%-346.4pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,593 | $1,788+45.0% | $2,685-3.4% | $2,726-4.9% |
| Participant deferral / active EE | $6,016 | $3,447+74.5% | $4,255+41.4% | $4,647+29.4% |
| Admin fee / account holder | $274 | $414-33.9% | $6,467-95.8% | $430-36.4% |