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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,299 |
7 funds of $250K or more; 21 lines in all, holding $5.9M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.4M | 74.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $276K | 4.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $260K | 4.4% |
| Vanguard Total Intl Stock Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $233K | 4.0% |
| Vanguard Information Tech Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $120K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $115K | 2.0% |
| Vanguard Small-Cap Growth Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $96K | 1.6% |
| Vanguard Emerging Mkts Stock Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $61K | 1.0% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $50K | 0.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $42K | 0.7% |
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.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
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 | $32,310 | $49,915-35.3% | $154,803-79.1% | $74,304-56.5% |
| Participation rate | 74.4% | 54.0%+20.4pp | 78.1%-3.7pp | 60.3%+14.0pp |
| Annual return | 20.59% | 34.06%-13.5pp | 58.88%-38.3pp | 29.43%-8.8pp |
| Employer contribution / active EE | $876 | $1,611-45.6% | $4,305-79.7% | $2,241-60.9% |
| Participant deferral / active EE | $2,797 | $2,255+24.0% | $5,540-49.5% | $3,767-25.8% |
| Admin fee / account holder | $98 | $2,189-95.5% | $14,329-99.3% | $2,969-96.7% |