Filings through .
Filed January 18, 2008 (most recent of 2 filings on file)
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.
4 funds of $250K or more; 13 lines in all, holding $3.0M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| M oney M arket Fund Goldman Sachs · Money market | $856K | 28.2% |
| M utual Fund Manager not matched · Mutual fund | $728K | 24.0% |
| Habib AM Erican Bank Manager not matched · Mutual fund | $378K | 12.4% |
| Investment S hares or Current Investment Manager not matched · Other | $255K | 8.4% |
| Harbor Long-Term Growers ETF Harbor Capital · ETF | $206K | 6.8% |
| Vanguard Growth ETF Vanguard · ETF | $199K | 6.6% |
| iShares Core S&P 500 ETF BlackRock · ETF Index | $111K | 3.7% |
| Ishares Russell M Idcap Value ETF Exchange-Traded Fund BlackRock · ETF | $80K | 2.6% |
| GNM A Pool AC Manager not matched · Other | $71K | 2.3% |
| Ishares Russell BlackRock · ETF Index | $50K | 1.6% |
See the other 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,582 | $132,049-20.0% | $200,582-47.4% | $74,304+42.1% |
| Participation rate | 98.3% | 84.1%+14.2pp | 86.9%+11.4pp | 60.3%+37.9pp |
| Annual return | 16.70% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,631 | $4,558+23.6% | $6,419-12.3% | $2,241+151.3% |
| Participant deferral / active EE | $6,633 | $7,213-8.0% | $9,331-28.9% | $3,767+76.1% |
| Admin fee / account holder | $437 | $2,405-81.8% | $16,305-97.3% | $2,969-85.3% |