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 |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $59,408 |
RYAN & MANN LLC2 years Filed as: RYAN + MANN LLC Service code 10 · EIN 92-1104525 | Accounting | $12,000 |
18 funds of $250K or more; 21 lines in all, holding $19.0M of the plan's $19.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.9M | 62.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.3% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $879K | 4.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $838K | 4.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $545K | 2.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $391K | 2.1% |
| American Funds Investment Company of America - R6 Capital Group · Mutual fund | $333K | 1.8% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $327K | 1.7% |
| Goldman Sachs Small Cap Value Fund Class R6 Shares Goldman Sachs · Mutual fund | $327K | 1.7% |
See the other 11 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 | $80,936 | $79,171+2.2% | $102,423-21.0% | $74,495+8.6% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 13.20% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,644 | $2,362+54.3% | $3,023+20.5% | $2,623+38.9% |
| Participant deferral / active EE | $4,806 | $4,415+8.8% | $5,053-4.9% | $4,346+10.6% |
| Admin fee / account holder | $295 | $2,001-85.3% | $9,451-96.9% | $1,942-84.8% |