Filed August 6, 2007
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.
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.
5 funds of $250K or more; 21 lines in all, holding $3.7M of the plan's $3.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P 500 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $690K | 18.5% |
| Guaranteed Investment Contract (at contract value) Manager not matched · Insurance contract | $659K | 17.7% |
| Empower Bond Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $560K | 15.0% |
| Empower International Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $302K | 8.1% |
| New World Fund (R3) Capital Group · Mutual fund Possible retail class R3 | $251K | 6.7% |
| Empower S&P Mid Cap 400 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $203K | 5.4% |
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 3 vintages | $197K | 5.3% |
| Empower S&P Small Cap 600 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $144K | 3.9% |
| PIMCO Real Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $144K | 3.9% |
| Franklin Growth Opportunities Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $104K | 2.8% |
See the other 11 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,853 | $100,923-50.6% | $150,045-66.8% | $74,304-32.9% |
| Participation rate | 24.6% | 70.1%-45.5pp | 82.3%-57.8pp | 60.3%-35.8pp |
| Annual return | 12.14% | 51.77%-39.6pp | 62.55%-50.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,064 | $6,709-69.2% | $7,997-74.2% | $3,767-45.2% |
| Admin fee / account holder | $2,618 | $2,767-5.4% | $13,435-80.5% | $2,969-11.8% |