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 ASSOCIATES4+ years Service code 28 · EIN 13-3436799 | Investment Management | $658,030 |
BRAVE WARRIOR ADVISORS LLC4+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $123,335 |
SQ ADVISORS4+ years Service code 28 · EIN 27-3282708 | Investment Management | $48,721 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $26,537 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $25,710 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
MOSES & SINGER LLP4+ years Service code 29 · EIN 13-5259490 | Legal | $6,473 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,416 | $66,302+226.4% | $110,238+96.3% | $56,287+284.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -21.70% | -1.18%-20.5pp | 314.74%-336.4pp | -9.96%-11.7pp |
| Employer contribution / active EE | $8,366 | $2,047+308.7% | $3,826+118.6% | $2,111+296.3% |
| Participant deferral / active EE | $1,408 | $3,381-58.4% | $4,672-69.9% | $3,350-58.0% |
| Admin fee / account holder | $3,043 | $698+335.7% | $8,547-64.4% | $521+484.2% |