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 MANAGEMENT4+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 301 COMMERCE ST. SUITE 1600 · FORT WORTH, TX 76102 | Bank Trustee | $138,445 |
Filed as: MERRILL LYNCH, PIERCE, FENNER, AND Service code 18 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Custodial (other than securities); In... | $5,695 |
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 | $5,619 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $62,267-11.6% | $110,238-50.1% | $55,725-1.2% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+28.9pp |
| Annual return | -0.02% | -1.07%+1.0pp | 314.74%-314.8pp | 244.93%-245.0pp |
| Employer contribution / active EE | $3,097 | $1,941+59.5% | $3,826-19.1% | $2,078+49.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $231 | $121+90.6% | $8,547-97.3% | $115+100.1% |