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 CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $22,646 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $22,463 |
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $22,161 |
NEW ENGLAND INVESTMENT CONSULTANTS2 years Service code 27 · EIN 20-5493811 | Advisory (Plan) | $17,970 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $10,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,308 | $63,442+37.6% | $68,791+26.9% | $66,914+30.5% |
| Participation rate | 75.8% | 60.0%+15.8pp | 69.0%+6.7pp | 69.8%+6.0pp |
| Annual return | 29.03% | -8.29%+37.3pp | -6.38%+35.4pp | 1.58%+27.4pp |
| Employer contribution / active EE | $717 | $1,775-59.6% | $2,655-73.0% | $2,544-71.8% |
| Participant deferral / active EE | $5,750 | $2,945+95.3% | $3,941+45.9% | $4,237+35.7% |
| Admin fee / account holder | $572 | $577-0.9% | $4,932-88.4% | $593-3.5% |