Filings through .
5 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$54K in admin expenses, $61 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 15 lines in all, holding $3.2M of the plan's $3.2M. Recordkeeper: not identified.
Target-date series: Voya Target Solution, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Mutual fund Target-date, 9 vintages | $1.2M | 37.5% |
| Fidelity Adv Grw Opport Fnd Z Fidelity (FMR) · Mutual fund | $887K | 28.1% |
| Voya Fixed Account Voya · Insurance contract | $713K | 22.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $88K | 2.8% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $63K | 2.0% |
| Goldman Sachs Gldmn Sachs SmMd Cap Grw Fd R6 Goldman Sachs · Mutual fund | $62K | 2.0% |
| Voya Target In Retirement Fund R6 Voya · Mutual fund | $60K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $32K | 1.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $28K | 0.9% |
| MFS Total Return Bond Fund R6 MFS (Sun Life) · Mutual fund | $15K | 0.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
PROSPERA FINANCIAL SERVICES5 years Filed as: PROSPERA LIFE AND ANNUITY SERVICES Service code 26 · EIN 75-2225660 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025