Filings through .
Filed March 22, 2013
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.
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17 funds of $250K or more; 26 lines in all, holding $10.4M of the plan's $13.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $2.3M | 21.9% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $1.4M | 13.3% |
| Franklin Rising Dividends Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $695K | 6.7% |
| State ST MOD STR BAL SLS VII Manager not matched · Other | $597K | 5.8% |
| Fidelity Adv Div Stock - A Fidelity (FMR) · Mutual fund Possible retail class A | $544K | 5.3% |
| State ST Cons STR BAL SLS VII Manager not matched · Other | $411K | 4.0% |
| State ST Russ SC IDX Viii Manager not matched · Other Index | $408K | 3.9% |
| Macquarie Value A Macquarie / Nomura · Other | $404K | 3.9% |
| Fidelity Advisor Equity Growth Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $359K | 3.5% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $337K | 3.3% |
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 signed off without reservation. This is the cleanest opinion.