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 9-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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $4,036,986 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $136,125 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISOR Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $118,939 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $116,121 |
STEP VISUAL COMMUNICATIONS LLC1+ years Filed as: STEP VISUAL COMMUNICATIONS LLP Service code 36 · EIN 26-4662241 | Copying and duplicating | $96,747 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $93,225 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LLP Service code 51 · EIN 36-3831152 | Investment Mgmt Fees | $84,830 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $75,925 |
Filed as: TCW INVESTMENT Service code 51 · EIN 93-0939400 | Investment Mgmt Fees | $66,520 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $62,974 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -4.32% | -1.20%-3.1pp | -2.00%-2.3pp | -0.08%-4.2pp |
| Employer contribution / active EE | $222 | $5,696-96.1% | $34,470-99.4% | $7,991-97.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |