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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,197 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL NETWO Service code 27 225 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,756 |
3 funds of $250K or more; 15 lines in all, holding $3.1M of the plan's $3.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $2.0M | 64.5% |
| BlackRock LP Index 2060 K BlackRock · Mutual fund Index | $490K | 15.9% |
| BlackRock LP Index 2065 K BlackRock · Mutual fund Index | $140K | 4.6% |
| Putnam Small Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $119K | 3.9% |
| Invesco Disc MC Growth Y Invesco · Mutual fund | $103K | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $77K | 2.5% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $64K | 2.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $37K | 1.2% |
| Principal SmlCap S&P 600 Index I Principal · Mutual fund Index | $31K | 1.0% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $16K | 0.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.