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 CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $34,681 |
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $19,301 |
SERGIO DECURTIS5+ years Service code 28 · EIN 05-0515232 | Investment Management | $13,336 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $8,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,248 | $55,706+58.4% | $75,886+16.3% | $72,985+20.9% |
| Participation rate | 84.9% | 61.1%+23.8pp | 69.3%+15.6pp | 69.5%+15.4pp |
| Annual return | 15.64% | 27.59%-12.0pp | 30.76%-15.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,879 | $2,634+47.3% | $3,603+7.7% | $3,607+7.5% |
| Admin fee / account holder | $752 | $3,978-81.1% | $5,418-86.1% | $5,124-85.3% |