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.4+ years Service code 12 · EIN 25-1332392 | Claims processing | $943,904 |
PBGC PREMIUM4+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $464,128 |
FOUNDRY PARTNERS4+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $462,020 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 20 | Trustee (individual) | $372,970 |
OFI GLOBAL TRUST COMPANY4+ years Filed as: OFI TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $283,119 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 | Bank Trustee | $250,847 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR INVESTORS Service code 21 | Bank Trustee | $220,188 |
PNC BANK, N.A.4+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 | Custodial (other than securities) | $155,623 |
LOOMIS SAYLES4+ years Service code 21 | Bank Trustee | $107,621 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $90,400 |
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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.72% | 73.13%-77.9pp | -752.26%+747.5pp | 73.13%-77.9pp |
| Employer contribution / active EE | $9,270 | $8,421+10.1% | $31,802-70.9% | $8,421+10.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |