See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $56,164,832 |
COHEN & STEERS5+ years Filed as: COHEN & STEERS CAPITAL MANAGEMENT, Service code 51 · EIN 91-1404505 | Investment Mgmt Fees | $1,039,215 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); Ot... | $948,009 |
INVESCO5+ years Filed as: INVESCO INSTITUTIONAL (NA), INC. Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $863,964 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $471,866 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $467,363 |
STEP VISUAL COMMUNICATIONS LLC5+ years Service code 36 · EIN 26-4662241 | Copying and duplicating | $430,500 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $426,799 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $245,253 |
LEVY RATNER5+ years Filed as: LEVY, RATNER P.C. Service code 29 · EIN 13-3726314 | Legal | $236,278 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 35 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.69% | 15.39%-0.7pp | 20.73%-6.0pp | 24.48%-9.8pp |
| Employer contribution / active EE | $7,212 | $7,237-0.4% | $36,500-80.2% | $9,418-23.4% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |