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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,832 |
22 funds of $250K or more; 14 lines in all, holding $133M of the plan's $133M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Separate account Target-date, 13 vintages | $94.6M | 71.4% |
| NT S&P 500 Index Fund - Tier CT Northern Trust · Separate account Index | $16.2M | 12.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9.1M | 6.9% |
| T NT Extended Equity Market Index Fund - Tier CT Manager not matched · Separate account Index | $4.2M | 3.1% |
| date, rate of interest, collateral, Current Fiam Core Plus Fidelity (FMR) · Other Recordkeeper's own fund | $2.2M | 1.7% |
| MFS Large Cap Value Fund CT MFS (Sun Life) · Separate account | $1.3M | 0.9% |
| NT Collective ACWI ex US IMI - Tier CT Northern Trust · Collective trust | $1.1M | 0.9% |
| Galliard Stable Return Fund E Allspring · Separate account | $879K | 0.7% |
| NT Aggregate Bond Index Fund - Tier CT Northern Trust · Separate account Index | $758K | 0.6% |
| Mass Mutual Small Cap Growth Equity CIT Class CT Interest in pooled separate account MassMutual · Collective trust | $617K | 0.5% |
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.
Added 3 funds, dropped 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Retirement Blend 2045 | $11.2M |
| AddedT NT Extended Equity Market Index Fund - Tier CT | $4.2M |
| DroppedNET Exit Market Index NL 4 | $3.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
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 | $125,347 | $145,877-14.1% | $150,045-16.5% | $102,872+21.8% |
| Participation rate | 89.1% | 79.8%+9.2pp | 82.3%+6.8pp | 73.0%+16.1pp |
| Annual return | 27.06% | 21.37%+5.7pp | 62.55%-35.5pp | 19.06%+8.0pp |
| Employer contribution / active EE | $7,989 | $4,710+69.6% | $4,693+70.2% | $3,526+126.5% |
| Participant deferral / active EE | $15,127 | $9,491+59.4% | $7,997+89.2% | $5,535+173.3% |
| Admin fee / account holder | $46 | $176-73.9% | $13,435-99.7% | $292-84.3% |