Filed October 7, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.2+ years Service code 12 · EIN 25-1332392 | Claims processing | $1,219,942 |
FOUNDRY PARTNERS2+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $450,180 |
PBGC PREMIUM2+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $439,065 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 21 · EIN 26-4560299 | Bank Trustee | $290,540 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 20 | Trustee (individual) | $276,217 |
OFI GLOBAL TRUST COMPANY2+ years Filed as: OFI TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $209,312 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS Service code 21 | Bank Trustee | $202,413 |
LOOMIS SAYLES2+ years Service code 21 | Bank Trustee | $181,277 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 | Custodial (other than securities) | $153,747 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL Service code 21 · EIN 23-2891243 | Bank Trustee | $151,499 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 6.13% | 5.86%+0.3pp | 4.16%+2.0pp | 5.86%+0.3pp |
| Employer contribution / active EE | $7,663 | $10,137-24.4% | $29,966-74.4% | $10,137-24.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |