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 | $937,534 |
BRAVE WARRIOR ADVISORS LLC3+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $123,690 |
SQ ADVISORS3+ years Service code 28 · EIN 27-3282708 | Investment Management | $45,516 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $27,013 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $24,730 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
MOSES & SINGER LLP3+ years Service code 29 · EIN 13-5259490 | Legal | $4,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $297,328 | $71,192+317.6% | $117,854+152.3% | $62,292+377.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 27.86% | 18.66%+9.2pp | 335.08%-307.2pp | 28.90%-1.0pp |
| Employer contribution / active EE | $8,433 | $1,934+336.1% | $3,786+122.7% | $2,042+312.9% |
| Participant deferral / active EE | $1,810 | $3,189-43.2% | $4,482-59.6% | $3,169-42.9% |
| Admin fee / account holder | $4,122 | $587+601.9% | $8,020-48.6% | $479+759.8% |