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 |
|---|---|---|
FRIDAY ELDREDGE & CLARK3 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $1,770 |
LUTHER KING CAPITAL MANAGEMENT5+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 | Bank Trustee | $144 |
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 | $60,660 | $69,159-12.3% | $125,175-51.5% | $67,579-10.2% |
| Participation rate | 98.8% | 78.2%+20.6pp | 79.8%+19.1pp | 71.3%+27.6pp |
| Annual return | 20.13% | 27.12%-7.0pp | 43.79%-23.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,312 | $2,023+14.3% | $3,865-40.2% | $2,148+7.7% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $243 | $142+71.5% | $9,702-97.5% | $142+70.9% |