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 CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $55,172 |
SERGIO DECURTIS6+ years Service code 28 · EIN 05-0515232 | Investment Management | $45,248 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $7,541 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $7,541 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,773 | $64,286-56.8% | $90,951-69.5% | $73,409-62.2% |
| Participation rate | 83.5% | 63.6%+19.9pp | 69.0%+14.5pp | 72.2%+11.3pp |
| Annual return | 30.37% | 21.45%+8.9pp | 134.60%-104.2pp | 59.29%-28.9pp |
| Employer contribution / active EE | $542 | $895-39.5% | $2,122-74.5% | $2,234-75.8% |
| Participant deferral / active EE | $2,486 | $2,453+1.3% | $3,373-26.3% | $3,805-34.7% |
| Admin fee / account holder | $124 | $287-57.0% | $5,959-97.9% | $158-21.7% |