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.
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.
6 funds of $250K or more; 12 lines in all, holding $4.5M of the plan's $4.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $1.3M | 29.5% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $1.0M | 23.0% |
| American Funds Moderate Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $779K | 17.4% |
| American Funds Global Growth Portfolio Class R-6 Capital Group · Mutual fund | $416K | 9.3% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $383K | 8.5% |
| American Funds Conservative Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $255K | 5.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $204K | 4.5% |
| American Funds Preservation Portfolio Class R-6 Capital Group · Mutual fund | $56K | 1.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $27K | 0.6% |
| American Mutual Fund R6 Manager not matched · Mutual fund | $11K | 0.3% |
See the other 2 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,966 | $55,415-40.5% | $155,509-78.8% | $74,495-55.7% |
| Participation rate | 86.0% | 61.9%+24.1pp | 78.2%+7.8pp | 67.2%+18.8pp |
| Annual return | 14.03% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,858 | $2,267-18.1% | $4,672-60.2% | $2,623-29.2% |
| Participant deferral / active EE | $3,480 | $2,836+22.7% | $5,626-38.1% | $4,346-19.9% |
| Admin fee / account holder | $237 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |