Filings through .
Filed January 21, 2019
Street address, email and phone are on Solo, $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,430 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
14 funds of $250K or more; 20 lines in all, holding $8.9M of the plan's $8.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 11 vintages | $2.0M | 22.9% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $1.8M | 20.1% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $890K | 10.0% |
| Growth Fund OF America Capital Group · Mutual fund | $654K | 7.4% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $533K | 6.0% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $525K | 5.9% |
| JPMorgan Mid Cap Value Fund JPMorgan · Mutual fund | $484K | 5.5% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $398K | 4.5% |
| Invesco Core Bond Fund Invesco · Mutual fund | $322K | 3.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $314K | 3.5% |
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.
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.