Filed June 16, 2004 (most recent of 2 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 |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $238,392 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $72,696 |
COHN REZNICK LLP1+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -0.68% | -2.09%+1.4pp | -1.68%+1.0pp | -0.60%-0.1pp |
| Employer contribution / active EE | $18,892 | $29,352-35.6% | $44,959-58.0% | $12,272+53.9% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |