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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 50 57 OAK SHADE RD. · GAITHERSBURG, MD 20878 | Direct Payment | $40,000 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,814 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,026 |
24 funds of $250K or more; 19 lines in all, holding $59.1M of the plan's $60.0M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $28.2M | 47.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $5.6M | 9.5% |
| Vanguard Total Stock Market Index Signal Vanguard · Mutual fund Index | $4.6M | 7.8% |
| T. Rowe Price New American Growth Fund T. Rowe Price · Mutual fund | $4.4M | 7.5% |
| Delaware Ivy Mid Cap Growth A Macquarie / Nomura · Other | $3.5M | 5.9% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $2.3M | 3.9% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $1.8M | 3.0% |
| Parnassus Endeavor Fund Affiliated Managers Group · Mutual fund | $1.4M | 2.3% |
| New Perspective Fund Capital Group · Mutual fund | $1.3M | 2.2% |
| New World Fund (R4) Capital Group · Mutual fund | $1.1M | 1.8% |
See the other 9 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,620 | $101,317+77.3% | $146,958+22.2% | $74,495+141.1% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,661 | $3,810+48.6% | $4,933+14.8% | $2,623+115.8% |
| Participant deferral / active EE | $10,557 | $7,303+44.5% | $8,070+30.8% | $4,346+142.9% |
| Admin fee / account holder | $254 | $1,739-85.4% | $12,998-98.0% | $1,942-86.9% |