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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $64,334 |
SERGIO DECURTIS5+ years Service code 28 · EIN 05-0515232 | Investment Management | $34,033 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $22,689 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,060 | $40,174-40.1% | $84,015-71.4% | $67,579-64.4% |
| Participation rate | 82.4% | 62.7%+19.7pp | 69.0%+13.3pp | 71.3%+11.1pp |
| Annual return | 21.71% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $563 | $808-30.3% | $1,983-71.6% | $2,148-73.8% |
| Participant deferral / active EE | $2,513 | $2,301+9.2% | $3,239-22.4% | $3,539-29.0% |
| Admin fee / account holder | $130 | $128+1.3% | $6,101-97.9% | $142-8.6% |