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 |
|---|---|---|
Filed as: CONNECTICUT CARPENTERS PENSION PLAN Service code 13 · EIN 06-0738583 | Contract Administrator | $290,084 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $237,410 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $116,835 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $60,193 |
REID & RIEGE, P.C.2+ years Service code 29 · EIN 06-0867204 | Legal | $52,370 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,125 |
ANNMARIE ROMANO2+ years Service code 30 · EIN 06-1308364 | Employee (plan) | $35,733 |
DOM PARILLO1 year Service code 30 · EIN 06-1308364 | Employee (plan) | $33,104 |
LISA LINDAUER2+ years Filed as: LISA HUMPHREY Service code 30 · EIN 06-1308364 | Employee (plan) | $30,978 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD MONARCA Service code 30 · EIN 06-1308364 | Employee (plan) | $27,663 |
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 | $45,727 | $221,442-79.4% | $92,233-50.4% | $77,958-41.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.39% | 15.65%-8.3pp | 176.28%-168.9pp | 20.87%-13.5pp |
| Employer contribution / active EE | $5,352 | $3,226+65.9% | $3,679+45.4% | $2,310+131.6% |
| Participant deferral / active EE | $13 | $2,779-99.5% | $3,897-99.7% | $3,537-99.6% |
| Admin fee / account holder | $156 | $210-25.5% | $5,194-97.0% | $97+60.3% |