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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,814 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $94,252 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,799 |
RICHEY MAY & CO LLP6 years Service code 10 155 N 400 W · SALT LAKE CITY, UT 84103 | Accounting | $12,600 |
24 funds of $250K or more; 33 lines in all, holding $62.2M of the plan's $63.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $9.6M | 15.4% |
| Nationwide Bond Index Fund Nationwide · Mutual fund Index | $6.5M | 10.4% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $4.9M | 7.9% |
| Janus Henderson Global Equity Income Fund Janus Henderson · Mutual fund | $3.7M | 6.0% |
| Emerging Markets Institutional Fund Manager not matched · Mutual fund | $3.7M | 5.9% |
| Growth Fund OF America Capital Group · Mutual fund | $2.8M | 4.6% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $2.8M | 4.5% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $2.8M | 4.5% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $2.4M | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 3.8% |
See the other 23 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 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Index Fund | $9.6M |
| DroppedFidelity 500 Index Fund | $7.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,413 | $160,882-74.3% | $200,582-79.4% | $102,872-59.7% |
| Participation rate | 95.0% | 91.2%+3.8pp | 86.9%+8.1pp | 73.0%+21.9pp |
| Annual return | 17.91% | 18.15%-0.2pp | 42.33%-24.4pp | 19.06%-1.1pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,931 | $9,300-25.5% | $9,331-25.7% | $5,535+25.2% |
| Admin fee / account holder | $137 | $125+9.9% | $16,305-99.2% | $292-53.1% |