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 | $26,934 |
Filed as: DESCHUTES INVESTMENT CONSULTING LL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $21,854 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $20,000 |
13 funds of $250K or more; 11 lines in all, holding $7.9M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.7M | 47.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 13.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $575K | 7.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $490K | 6.2% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $459K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $414K | 5.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $340K | 4.3% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $260K | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $218K | 2.8% |
| JPMorgan Income Fund JPMorgan · Mutual fund | $173K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,852 | $71,964-34.9% | $167,512-72.0% | $85,563-45.2% |
| Participation rate | 33.8% | 61.0%-27.1pp | 77.1%-43.2pp | 66.0%-32.1pp |
| Annual return | 16.74% | 18.83%-2.1pp | 1615.79%-1599.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $398 | $1,875-78.8% | $3,882-89.8% | $2,654-85.0% |
| Participant deferral / active EE | $2,033 | $4,110-50.5% | $6,405-68.3% | $4,375-53.5% |
| Admin fee / account holder | $414 | $815-49.3% | $9,769-95.8% | $834-50.4% |