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.3+ years Service code 12 · EIN 25-1332392 | Claims processing | $1,277,049 |
FOUNDRY PARTNERS3+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $516,050 |
PBGC PREMIUM3+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $456,652 |
OFI GLOBAL TRUST COMPANY3+ years Filed as: OFI TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $266,030 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 20 | Trustee (individual) | $219,436 |
LOOMIS SAYLES3+ years Service code 21 | Bank Trustee | $215,721 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL Service code 21 · EIN 23-2891243 | Bank Trustee | $191,319 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INVESTORS Service code 21 | Bank Trustee | $173,524 |
PNC BANK, N.A.3+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 | Custodial (other than securities) | $147,083 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 21 · EIN 26-4560299 | Bank Trustee | $143,383 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 25.28% | 16.32%+9.0pp | 8.32%+17.0pp | 16.32%+9.0pp |
| Employer contribution / active EE | $8,167 | $12,766-36.0% | $30,793-73.5% | $12,766-36.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |