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 MANAGEMENT6+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 | Bank Trustee | $159,003 |
FRIDAY ELDREDGE & CLARK4 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $17,240 |
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 | $66,423 | $78,419-15.3% | $133,956-50.4% | $73,409-9.5% |
| Participation rate | 98.9% | 78.6%+20.3pp | 79.8%+19.0pp | 72.2%+26.7pp |
| Annual return | 14.94% | 33.35%-18.4pp | 45.09%-30.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,221 | $2,044+57.6% | $3,919-17.8% | $2,234+44.2% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $263 | $161+63.3% | $8,927-97.0% | $158+66.9% |