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 ASSOCIATES9+ years Service code 28 · EIN 13-3436799 | Investment Management | $887,665 |
BRAVE WARRIOR ADVISORS LLC9+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $171,185 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $32,905 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $18,090 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $14,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $275,372 | $91,372+201.4% | $129,995+111.8% | $74,419+270.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 32.19% | 23.21%+9.0pp | -137.18%+169.4pp | 34.38%-2.2pp |
| Employer contribution / active EE | $9,090 | $2,563+254.6% | $4,320+110.4% | $2,637+244.7% |
| Participant deferral / active EE | $2,702 | $4,721-42.8% | $5,820-53.6% | $4,528-40.3% |
| Admin fee / account holder | $3,081 | $283+987.4% | $10,614-71.0% | $348+785.8% |