Filed July 23, 2014
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,805 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $45,675 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $21,750 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $21,750 |
15 funds of $250K or more; 17 lines in all, holding $21.9M of the plan's $22.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $18.2M | 83.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $706K | 3.2% |
| Invesco Equally-Wtd S&P 500 R6 Invesco · Mutual fund Index | $589K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $416K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $374K | 1.7% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $365K | 1.7% |
| Invesco Stable Value Fund Invesco · Stable value Stable value | $325K | 1.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $274K | 1.3% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $185K | 0.8% |
| Victory Integrity Small-Cap Value Fund Class R6 Victory Capital · Mutual fund | $112K | 0.5% |
See the other 7 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,254 | $36,728-58.5% | $56,411-73.0% | $99,062-84.6% |
| Participation rate | 21.2% | 25.4%-4.2pp | 52.5%-31.2pp | 71.6%-50.4pp |
| Annual return | 13.06% | 14.66%-1.6pp | 1701.33%-1688.3pp | 17.66%-4.6pp |
| Employer contribution / active EE | $230 | $415-44.5% | $1,039-77.8% | $3,262-92.9% |
| Participant deferral / active EE | $510 | $1,058-51.8% | $1,952-73.9% | $5,331-90.4% |
| Admin fee / account holder | $114 | $113+0.5% | $2,829-96.0% | $109+4.4% |