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 ASSOCIATES2+ years Service code 28 · EIN 13-3436799 | Investment Management | $469,002 |
BRAVE WARRIOR ADVISORS LLC2+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $104,569 |
SQ ADVISORS2+ years Service code 28 · EIN 27-3282708 | Investment Management | $36,196 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $26,588 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $24,030 |
MOSES & SINGER LLP2+ years Service code 29 · EIN 13-5259490 | Legal | $11,154 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,200 | $63,924+288.3% | $108,579+128.6% | $55,167+349.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 12.97% | 15.31%-2.3pp | -51.70%+64.7pp | 169.23%-156.3pp |
| Employer contribution / active EE | $8,307 | $1,879+342.1% | $3,758+121.0% | $1,963+323.3% |
| Participant deferral / active EE | $1,570 | $3,067-48.8% | $4,311-63.6% | $3,054-48.6% |
| Admin fee / account holder | $2,609 | $618+322.5% | $7,645-65.9% | $504+417.8% |