Filed October 9, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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22 funds of $250K or more; 32 lines in all, holding $20.8M of the plan's $20.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.3M | 39.9% |
| Non Benefit-Responsive Investment Contracts Tiaa TIAA (Nuveen) · Insurance contract | $2.3M | 11.0% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $2.2M | 10.7% |
| Growth Account TIAA (Nuveen) · Mutual fund | $1.6M | 7.6% |
| Cref Equity Index TIAA (Nuveen) · Mutual fund Index | $908K | 4.4% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $810K | 3.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $687K | 3.3% |
| Vanguard Institutional Total Stock Market Index Fund (Admiral) Vanguard · Mutual fund Index | $489K | 2.4% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $463K | 2.2% |
| Inflation-Linked Bond Account TIAA (Nuveen) · Mutual fund | $329K | 1.6% |
See the other 22 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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,756-100.0% | $65,493-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | -95.18% | 1754.89%-1850.1pp | 982.45%-1077.6pp | 217.08%-312.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |