Filed August 20, 2020 (most recent of 2 filings on file)
Name, email and phone are on Solo, $4.99 for your first month.
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22 funds of $250K or more; 40 lines in all, holding $73.1M of the plan's $73.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $22.7M | 31.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.9M | 15.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 9.8% |
| Insurance Company General Contracts Tiaa-Cref TIAA (Nuveen) · Insurance contract | $7.1M | 9.7% |
| Tiaa Traditional, fixed annuity non-benefit responsive @ TIAA (Nuveen) · Insurance contract | $6.8M | 9.3% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract | $3.6M | 5.0% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.3M | 3.2% |
| Growth Account TIAA (Nuveen) · Insurance contract | $1.5M | 2.1% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract | $1.2M | 1.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.0M | 1.4% |
See the other 30 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,545 | $113,293-59.8% | $67,502-32.5% | $199,593-77.2% |
| Participation rate | 97.7% | 73.3%+24.4pp | 72.9%+24.8pp | 72.0%+25.7pp |
| Annual return | 11.89% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,308 | $3,401-32.1% | $2,731-15.5% | $3,034-23.9% |
| Participant deferral / active EE | $3,223 | $4,159-22.5% | $4,000-19.4% | $5,087-36.6% |
| Admin fee / account holder | $127 | $103+23.9% | $3,998-96.8% | $269-52.7% |