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 | $969,130 |
BRAVE WARRIOR ADVISORS LLC11+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $217,810 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $34,947 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $23,968 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $14,938 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $11,731 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,174 | $108,549+228.1% | $156,263+127.9% | $85,563+316.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 7.70% | 21.79%-14.1pp | 59.47%-51.8pp | 31.51%-23.8pp |
| Employer contribution / active EE | $9,285 | $2,690+245.2% | $4,333+114.3% | $2,654+249.9% |
| Participant deferral / active EE | $2,886 | $4,800-39.9% | $6,158-53.1% | $4,375-34.0% |
| Admin fee / account holder | $3,635 | $650+459.3% | $14,255-74.5% | $834+335.7% |