Filed June 5, 2008
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 |
|---|---|---|
GREENHAVEN ASSOCIATES11+ years Service code 28 · EIN 13-3436799 | Investment Management | $835,230 |
BRAVE WARRIOR ADVISORS LLC11+ years Service code 28 · EIN 35-2373635 | Investment Management | $488,475 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $289,115 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $28,789 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $25,862 |
THE WAGNER LAW GROUP2 years Filed as: WAGNER LAW GROUP Service code 29 ONE FINANCIAL CENTER, SUITE 3610 · BOSTON, MA 02111 | Legal | $10,712 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,610 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 12.54% | 10.71%+1.8pp | 10.48%+2.1pp | 10.71%+1.8pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $34,979-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |