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 |
|---|---|---|
DUNE RE1 year Filed as: DUNE REAL ESTATE FUND PARTNERS LP Service code 51 · EIN 80-0881180 | Investment Mgmt Fees | $112,021 |
Filed as: NB ALTERNATIVES ADVISERS, LLC Service code 51 · EIN 30-0536163 | Investment Mgmt Fees | $108,125 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $77,809 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $71,405 |
COHN REZNICK LLP3+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,850 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 16.74% | 12.03%+4.7pp | 14.41%+2.3pp | 23.90%-7.2pp |
| Employer contribution / active EE | $23,585 | $30,615-23.0% | $45,283-47.9% | $16,539+42.6% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |