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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 8-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 | $83,904 |
25 funds of $250K or more; 15 lines in all, holding $159M of the plan's $129M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $120M | 75.3% |
| NT S&P 500 DC NL CT Northern Trust · Collective trust Index | $12.7M | 7.9% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $12.3M | 7.7% |
| New York Life Anchor Account Series New York Life · Insurance contract | $3.0M | 1.9% |
| Great Gray Mid Cap Growth Fund Great Gray · Collective trust | $1.9M | 1.2% |
| NT Collective Extended Equity DC NL CT Northern Trust · Collective trust | $1.6M | 1.0% |
| SmallCap Growth Fund I Principal · Mutual fund | $1.5M | 1.0% |
| Great Gray Euro Pacific Growth Class CT Great Gray · Collective trust | $1.4M | 0.9% |
| Great Gray Large Cap Value Fund Great Gray · Collective trust | $1.2M | 0.7% |
| NT ACWI EX US IMI CT Northern Trust · Collective trust | $1.0M | 0.7% |
See the other 5 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 2,601 large plans that list their funds in their annual filing. Updated Nov 1, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,162 | $122,693-64.0% | $184,203-76.0% | $199,593-77.9% |
| Participation rate | 91.0% | 86.8%+4.2pp | 86.8%+4.1pp | 72.0%+19.0pp |
| Annual return | 15.02% | 143.91%-128.9pp | 28.81%-13.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,456 | $4,584-68.2% | $6,427-77.3% | $3,034-52.0% |
| Participant deferral / active EE | $6,508 | $7,990-18.5% | $9,131-28.7% | $5,087+27.9% |
| Admin fee / account holder | $29 | $121-76.1% | $13,901-99.8% | $269-89.3% |