Filed March 17, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $37,031 |
19 funds of $250K or more; 26 lines in all, holding $19.3M of the plan's $19.8M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Fidelity Freedom, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AUL Fixed Account Manager not matched · Insurance contract | $4.0M | 20.9% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.2M | 11.2% |
| Amercent Strat Alloc: Mod Inv Manager not matched · Other | $2.2M | 11.2% |
| Alger Cap App Portfolio I-2 Manager not matched · Mutual fund | $2.1M | 10.9% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $1.6M | 8.0% |
| State St S&P 500 Indx CL F Manager not matched · Other Index | $1.2M | 6.3% |
| Fidelity VIP Grth Init Fidelity (FMR) · Mutual fund | $993K | 5.1% |
| Jan Hen Balanced Port S Manager not matched · Insurance contract | $705K | 3.6% |
| Amercent Strat Alloc Agrsv Inv Manager not matched · Other | $570K | 2.9% |
| Fidelity Adv Equity Growth - M Fidelity (FMR) · Mutual fund | $508K | 2.6% |
See the other 16 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 | $159,531 | $122,239+30.5% | $184,203-13.4% | $74,495+114.2% |
| Participation rate | 92.0% | 85.5%+6.5pp | 86.8%+5.2pp | 67.2%+24.8pp |
| Annual return | 14.24% | 19.95%-5.7pp | 28.81%-14.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $8,389 | $4,537+84.9% | $6,427+30.5% | $2,623+219.8% |
| Participant deferral / active EE | $6,014 | $7,139-15.8% | $9,131-34.1% | $4,346+38.4% |
| Admin fee / account holder | $3 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |