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 CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $67,836 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $57,975 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $38,650 |
Service code 19 · EIN 20-5493811 | Securities Custodian | $30,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,132 | $42,353-28.9% | $79,550-62.1% | $64,808-53.5% |
| Participation rate | 70.0% | 64.8%+5.2pp | 69.5%+0.5pp | 71.5%-1.5pp |
| Annual return | 3.61% | -12.24%+15.8pp | 0.16%+3.4pp | 32.82%-29.2pp |
| Employer contribution / active EE | $585 | $1,181-50.4% | $2,413-75.8% | $2,506-76.7% |
| Participant deferral / active EE | $3,746 | $3,170+18.2% | $3,985-6.0% | $4,310-13.1% |
| Admin fee / account holder | $154 | $160-3.3% | $6,832-97.7% | $188-17.8% |