Filed March 25, 2008 (most recent of 3 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.
6 funds of $250K or more; 7 lines in all, holding $99.8M of the plan's $101M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Benefit Plans Fidelity Total Bond K6 Fidelity (FMR) · Mutual fund | $32.6M | 32.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $21.1M | 21.2% |
| Vanguard InsƟtuƟonal Index Fund Vanguard · Mutual fund Index | $17.7M | 17.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $14.1M | 14.2% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.2M | 10.2% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund | $4.1M | 4.1% |
| Western Asset Core Bond Fund Class IS Franklin Templeton · Mutual fund | $22K | <0.1% |
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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 15.18% | 9.97%+5.2pp | 9.14%+6.0pp | 8.23%+7.0pp |
| Employer contribution / active EE | $0 | $11,966-100.0% | $40,544-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |