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 ASSOCIATES5+ years Service code 28 · EIN 13-3436799 | Investment Management | $583,124 |
BRAVE WARRIOR ADVISORS LLC5+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $120,080 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $29,861 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $25,042 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
SQ ADVISORS5+ years Service code 28 · EIN 27-3282708 | Investment Management | $10,052 |
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 | $265,995 | $86,332+208.1% | $125,175+112.5% | $65,185+308.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 28.08% | 27.43%+0.6pp | 43.79%-15.7pp | 29.38%-1.3pp |
| Employer contribution / active EE | $8,802 | $2,040+331.5% | $3,865+127.7% | $2,177+304.4% |
| Participant deferral / active EE | $1,871 | $3,537-47.1% | $4,937-62.1% | $3,514-46.8% |
| Admin fee / account holder | $2,657 | $609+336.2% | $9,702-72.6% | $847+213.7% |