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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |