Filed July 18, 2006
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 MANAGEMENT2+ years Service code 27 301 COMMERCE, SUITE 1600 · FORT WORTH, TX 76102 | Advisory (Plan) | $57,260 |
Filed as: LANE GORMAN TRUBITT, LLC Service code 10 · EIN 75-1044330 | Accounting | $12,500 |
TRAVIS WOLFF, LLP1 year Service code 17 · EIN 20-8185533 | Pension Consulting | $9,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,311 | $75,183+2.8% | $123,892-37.6% | $55,167+40.1% |
| Participation rate | 98.2% | 72.8%+25.3pp | 81.4%+16.7pp | 69.0%+29.2pp |
| Annual return | 5.64% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $7,648 | $2,823+170.9% | $4,617+65.7% | $1,963+289.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $348 | $663-47.5% | $8,357-95.8% | $504-31.0% |