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: GUARDIAN WEALTH ADVISORS Service code 10 · EIN 20-8832432 | Accounting | $26,171 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,940 |
5 funds of $250K or more; 17 lines in all, holding $7.7M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strategy Mod. Growth Fund Mutual Fund Vanguard · Mutual fund | $1.9M | 25.4% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $1.9M | 24.7% |
| Vanguard Life Straregy Conservative Growth Fund Mutual fund Vanguard · Mutual fund | $1.4M | 18.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $671K | 8.8% |
| Metlife GAC 25554 - Fee Class J MetLife · Collective trust | $357K | 4.6% |
| Vanguard Life Strategy Income Fund Vanguard · Mutual fund | $249K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $233K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $204K | 2.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $138K | 1.8% |
| TD Bank Instl Money Market Manager not matched · Money market | $135K | 1.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.