Filed October 18, 2004
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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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,510 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,028 |
15 funds of $250K or more; 19 lines in all, holding $11.0M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.3M | 39.2% |
| Hartford Core Equity Fund Class Y Hartford Funds · Mutual fund | $2.1M | 18.9% |
| Fidelity Advisor Balanced Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $632K | 5.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $606K | 5.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $581K | 5.3% |
| Dodge & Cox Dodge & Cox · Mutual fund | $556K | 5.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $523K | 4.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $476K | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $453K | 4.1% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $333K | 3.0% |
See the other 9 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.
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 | $41,520 | $79,171-47.6% | $102,423-59.5% | $74,495-44.3% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 14.81% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,585 | $2,362+9.4% | $3,023-14.5% | $2,623-1.5% |
| Participant deferral / active EE | $3,813 | $4,415-13.6% | $5,053-24.5% | $4,346-12.3% |
| Admin fee / account holder | $158 | $2,001-92.1% | $9,451-98.3% | $1,942-91.9% |