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 ASSOCIATES8+ years Service code 28 · EIN 13-3436799 | Investment Management | $662,218 |
BRAVE WARRIOR ADVISORS LLC8+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $141,105 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $31,583 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $15,810 |
MOSES & SINGER LLP1 year Filed as: MOSES SINGER Service code 29 405 LEXINGTON AVENUE · NEW YORK, NY 101741299 | Legal | $5,873 |
Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $5,750 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $5,750 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,047 | $71,142+209.3% | $119,609+84.0% | $64,808+239.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -13.13% | -10.01%-3.1pp | -14.97%+1.8pp | 32.82%-46.0pp |
| Employer contribution / active EE | $14,846 | $2,497+494.5% | $4,232+250.8% | $2,506+492.5% |
| Participant deferral / active EE | $1,829 | $4,490-59.3% | $5,602-67.4% | $4,310-57.6% |
| Admin fee / account holder | $2,342 | $162+1344.5% | $10,323-77.3% | $188+1147.1% |