Filed February 15, 2013
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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT2+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 301 COMMERCE ST. SUITE 1600 · FORT WORTH, TX 761024116 | Bank Trustee | $101,026 |
FRIDAY ELDREDGE & CLARK2+ years Filed as: FRIDAY, ELDREDGE, & CLARK Service code 29 · EIN 71-0253637 400 WEST CAPITOL, SUITE 2000 · LITTLE ROCK, AR 72201 | Legal | $10,916 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $3,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,126 | $107,378-49.6% | $108,579-50.2% | $57,658-6.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 9.28% | 12.80%-3.5pp | -51.70%+61.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,872 | $1,782+117.3% | $3,758+3.0% | $1,974+96.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $206 | $108+90.1% | $7,645-97.3% | $95+118.2% |