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 ASSOCIATES10+ years Service code 28 · EIN 13-3436799 | Investment Management | $945,865 |
BRAVE WARRIOR ADVISORS LLC10+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $209,287 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $33,908 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $23,968 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $11,557 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INC Service code 16 · EIN 06-0854693 | Consulting | $10,808 |
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 | $328,661 | $89,436+267.5% | $164,813+99.4% | $77,643+323.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 20.55% | 28.83%-8.3pp | 69.93%-49.4pp | 31.24%-10.7pp |
| Employer contribution / active EE | $10,759 | $2,569+318.8% | $4,341+147.9% | $2,726+294.7% |
| Participant deferral / active EE | $2,890 | $4,897-41.0% | $6,031-52.1% | $4,647-37.8% |
| Admin fee / account holder | $3,409 | $339+904.2% | $12,690-73.1% | $430+692.1% |