Filings through .
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 13 · EIN 42-0127290 | Contract Administrator | $2,878 |
9 funds of $250K or more; 31 lines in all, holding $5.8M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $988K | 16.9% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $524K | 9.0% |
| RetirePilot American Funds 2045 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $456K | 7.8% |
| RetirePilot American Funds 2050 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $426K | 7.3% |
| MassMutual Global Fund Principal · Mutual fund Recordkeeper's own fund | $369K | 6.3% |
| RetirePilot American Funds 2040 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $355K | 6.1% |
| RetirePilot American Funds 2030 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $351K | 6.0% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $299K | 5.1% |
| RetirePilot American Funds 2035 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $297K | 5.1% |
| New Perspective Fund Capital Group · Mutual fund | $245K | 4.2% |
See the other 21 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,025 | $80,724-59.1% | $103,333-68.0% | $74,495-55.7% |
| Participation rate | 93.5% | 65.7%+27.8pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 13.28% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $972 | $3,157-69.2% | $3,868-74.9% | $2,623-63.0% |
| Participant deferral / active EE | $4,197 | $3,860+8.7% | $5,057-17.0% | $4,346-3.4% |
| Admin fee / account holder | $86 | $2,368-96.4% | $8,355-99.0% | $1,942-95.6% |