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 9-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 |
|---|---|---|
CONNECTICUT WEALTH MANAGEMENT1+ years Filed as: CONNECTICUT CARPENTERS PENSION FUND Service code 13 · EIN 06-0738583 | Contract Administrator | $363,195 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $261,498 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $136,836 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $64,781 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
REID & RIEGE, P.C.1+ years Service code 29 · EIN 06-0867204 | Legal | $36,545 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO.,P.C. Service code 10 · EIN 06-0931761 | Accounting | $31,294 |
ANNMARIE ROMANO1+ years Service code 30 · EIN 06-1308364 | Employee (plan) | $30,903 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD MONARCA Service code 30 · EIN 06-1308364 | Employee (plan) | $26,565 |
LISA LINDAUER1+ years Filed as: LISA HUMPHREY Service code 30 · EIN 06-1308364 | Employee (plan) | $26,277 |
Participant 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 | $38,624 | $54,392-29.0% | $84,750-54.4% | $63,975-39.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 0.58% | 611.38%-610.8pp | 22.78%-22.2pp | 48.65%-48.1pp |
| Employer contribution / active EE | $6,793 | $2,943+130.8% | $3,574+90.0% | $2,182+211.4% |
| Participant deferral / active EE | $9 | $2,593-99.6% | $3,712-99.8% | $3,356-99.7% |
| Admin fee / account holder | $201 | $136+48.1% | $5,332-96.2% | $70+185.6% |