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 8-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: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $70,015,298 |
3BF PARTNERS, LLC2 years Filed as: 3BF PARTNERS LLC Service code 99 · EIN 37-1920632 | Other Fees | $1,600,524 |
COLOR HOLDINGS L.P.2 years Service code 16 · EIN 88-1898921 | Consulting | $651,814 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $607,328 |
STEP VISUAL COMMUNICATIONS LLC10+ years Service code 36 · EIN 26-4662241 | Copying and duplicating | $553,043 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $392,350 |
Service code 36 · EIN 22-2787561 | Copying and duplicating | $348,638 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $222,227 |
ADP BROKER-DEALER7 years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 12 · EIN 22-1467904 | Claims processing | $173,572 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $160,868 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 38 reportable transactions. $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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.96% | 8.85%-2.9pp | 9.84%-3.9pp | 8.85%-2.9pp |
| Employer contribution / active EE | $8,148 | $8,529-4.5% | $30,320-73.1% | $8,529-4.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |