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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,489 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $16,934 |
8 funds of $250K or more; 11 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.8M | 88.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $171K | 3.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $157K | 2.9% |
| Invesco Discovery Mid Cap Growth Fund Class R6 Invesco · Mutual fund | $118K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $64K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 0.8% |
| Columbia Stable Government Fund I-0 Ameriprise (Columbia Threadneedle) · Mutual fund | $30K | 0.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $13K | 0.2% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $10K | 0.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $9K | 0.2% |
See the other 1 line 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,006 | $100,773-79.2% | $88,946-76.4% | $142,382-85.2% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.8%+16.2pp | 80.1%+4.9pp |
| Annual return | -0.39% | 70.18%-70.6pp | 57.82%-58.2pp | 217.08%-217.5pp |
| Employer contribution / active EE | $2,655 | $2,918-9.0% | $2,555+3.9% | $4,299-38.2% |
| Participant deferral / active EE | $20,171 | $5,230+285.7% | $4,581+340.3% | $6,507+210.0% |
| Admin fee / account holder | $209 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |