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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.
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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 |
|---|---|---|
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 33-4144829 | Accounting | $20,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,075 |
15 funds hold $19.5M of the plan's $19.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.8M | 50.2% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.3M | 22.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 11.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $764K | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $617K | 3.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $401K | 2.1% |
| Vang CR Fed MM Adm Vanguard · Money market | $332K | 1.7% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $282K | 1.4% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $243K | 1.3% |
| American Beacon Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $205K | 1.1% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 | $116,976 | $61,774+89.4% | $97,226+20.3% | $80,856+44.7% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.6%+28.7pp |
| Annual return | 17.16% | -557.90%+575.1pp | 75.13%-58.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,447 | $1,837+33.2% | $2,729-10.3% | $2,755-11.2% |
| Participant deferral / active EE | $12,968 | $3,029+328.1% | $4,264+204.1% | $4,296+201.9% |
| Admin fee / account holder | -$71 | $5,166-101.4% | $5,654-101.3% | $6,918-101.0% |