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 ASSOCIATES6+ years Service code 28 · EIN 13-3436799 | Investment Management | $776,538 |
BRAVE WARRIOR ADVISORS LLC6+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $122,164 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $29,725 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $15,695 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
MOSES & SINGER LLP6+ years Service code 29 · EIN 13-5259490 | Legal | $7,215 |
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.)
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 | $300,489 | $136,791+119.7% | $133,956+124.3% | - |
| Participation rate | 100.0% | 70.8%+29.2pp | 79.8%+20.2pp | - |
| Annual return | 22.53% | 9.25%+13.3pp | 45.09%-22.6pp | - |
| Employer contribution / active EE | $4,330 | $2,431+78.1% | $3,919+10.5% | - |
| Participant deferral / active EE | $2,284 | $3,586-36.3% | $5,048-54.7% | - |
| Admin fee / account holder | $3,029 | $8,409-64.0% | $8,927-66.1% | - |