Filings through .
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP2+ years Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PAKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $49,143 |
HAYS FINANCIAL GROUP2+ years Filed as: THE HAYS FINANCIAL GROUP Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,405 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,205 |
14 funds of $250K or more; 22 lines in all, holding $15.3M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $5.1M | 33.4% |
| BlackRock Core Bond Portfolio Institutional Shares BlackRock · Mutual fund | $2.5M | 16.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 15.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 8.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $830K | 5.4% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $764K | 5.0% |
| JPMorgan Income Fund Class R6 JPMorgan · Mutual fund | $666K | 4.4% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $394K | 2.6% |
| 42 1468222 Pn 014 A Similar Part Manager not matched · Other | $304K | 2.0% |
| Victory RS Global Fund Class Y Victory Capital · Mutual fund | $286K | 1.9% |
See the other 12 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,840 | $55,415+18.8% | $155,509-57.7% | $74,495-11.6% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 16.33% | 268.50%-252.2pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,471 | $2,267+9.0% | $4,672-47.1% | $2,623-5.8% |
| Participant deferral / active EE | $5,518 | $2,836+94.6% | $5,626-1.9% | $4,346+27.0% |
| Admin fee / account holder | $400 | $1,738-77.0% | $15,912-97.5% | $1,942-79.4% |