Filed January 2, 2019 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: HARMONY PARTNERS FUND II, L.P. Service code 28 655 MADISON AVENUE, 20TH FLOOR · NEW YORK, NY 10065 | Investment Management | $25,000 |
Service code 28 655 MADISON AVENUE, 20TH FLOOR · NEW YORK, NY 10065 | Investment Management | $19,183 |
HARMONY PARTNERS FUND III, L.P.3+ years Filed as: HARMONY PARTNERS FUND I, L.P. Service code 28 2200 SAND HILL RD. SUITE 240 · MENLO PARK, CA 94025 | Investment Management | $13,311 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 16.36% | 12.23%+4.1pp | 10.36%+6.0pp | 13.95%+2.4pp |
| Employer contribution / active EE | $27,027 | $18,059+49.7% | $37,738-28.4% | $16,598+62.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |