See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $90,210 |
SERGIO DECURTIS9+ years Service code 28 · EIN 05-0515232 | Investment Management | $71,290 |
NEW ENGLAND INVESTMENT CONSULTANTS3 years Service code 19 · EIN 20-5493811 | Securities Custodian | $47,527 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $41,586 |
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 | $34,886 | $44,626-21.8% | $86,188-59.5% | $80,160-56.5% |
| Participation rate | 64.8% | 63.5%+1.2pp | 69.0%-4.2pp | 72.9%-8.2pp |
| Annual return | 46.42% | 19.61%+26.8pp | 1168.45%-1122.0pp | 40.38%+6.0pp |
| Employer contribution / active EE | $432 | $1,099-60.6% | $2,380-81.8% | $2,978-85.5% |
| Participant deferral / active EE | $3,165 | $2,769+14.3% | $3,985-20.6% | $5,017-36.9% |
| Admin fee / account holder | $150 | $133+12.8% | $6,852-97.8% | $145+3.7% |