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 ASSOCIATES3+ years Service code 28 · EIN 13-3436799 | Investment Management | $820,353 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $432,511 |
BRAVE WARRIOR ADVISORS LLC3+ years Service code 28 · EIN 35-2373635 | Investment Management | $313,943 |
SQ ADVISORS3+ years Service code 28 · EIN 27-3282708 | Investment Management | $135,904 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $28,777 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $20,420 |
MOSES & SINGER LLP3+ years Service code 29 · EIN 13-5259490 | Legal | $18,209 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATION Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $5,000 |
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 21.26% | 11.05%+10.2pp | 12.88%+8.4pp | 23.90%-2.6pp |
| Employer contribution / active EE | $0 | $15,936-100.0% | $40,010-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |