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 9-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 13 · EIN 35-1140070 | Contract Administrator | $25,351 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,193 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 16 · EIN 85-0833363 | Consulting | $2,700 |
4 funds of $250K or more; 8 lines in all, holding $3.4M of the plan's $5.8M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: Nuveen Lifecycle, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Stable Value Acct Manager not matched · Insurance contract | $1.4M | 41.7% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $1.2M | 34.3% |
| Vanguard 500 Index Sacg Vanguard · Mutual fund Index | $572K | 16.8% |
| Vanguard Growth Index Adm SAE4 Vanguard · Mutual fund Index | $87K | 2.6% |
| SAE6 Vanguard Sm Cap Grwth Ind Vanguard · Mutual fund | $83K | 2.4% |
| VG REI Fund Admiral Shrs SAB5 Manager not matched · Mutual fund | $68K | 2.0% |
| Vanguard Value Index Adml SAE5 Vanguard · Mutual fund Index | $5K | 0.1% |
| Pgim Glob Total Return R6 Saqr Prudential (PGIM) · Mutual fund | $546 | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,561 | $79,700-52.9% | $153,485-75.5% | $74,495-49.6% |
| Participation rate | 54.6% | 69.8%-15.2pp | 77.1%-22.4pp | 67.2%-12.6pp |
| Annual return | 9.82% | 15.07%-5.2pp | 15.65%-5.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,001 | $4,016-75.1% | $5,039-80.1% | $2,623-61.8% |
| Participant deferral / active EE | $3,069 | $5,315-42.2% | $6,757-54.6% | $4,346-29.4% |
| Admin fee / account holder | $266 | $1,790-85.1% | $12,724-97.9% | $1,942-86.3% |