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 MANAGEMENT3+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 301 COMMERCE ST. SUITE 1600 · FORT WORTH, TX 76102 | Bank Trustee | $119,254 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 400 WEST CAPITOL, SUITE 2000 · LITTLE ROCK, AR 72201 | Legal | $9,605 |
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 ... | $3,864 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,275 | $71,666-15.9% | $117,854-48.9% | $69,631-13.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 14.39% | 18.86%-4.5pp | 335.08%-320.7pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $3,831 | $1,889+102.8% | $3,786+1.2% | $2,032+88.5% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $221 | $120+83.3% | $8,020-97.3% | $110+99.7% |