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 |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $21,460 |
SERGIO DECURTIS1 year Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $6,439 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,380 | $50,385-21.8% | $75,670-48.0% | $62,292-36.8% |
| Participation rate | 76.7% | 67.7%+9.0pp | 72.3%+4.3pp | 69.5%+7.2pp |
| Annual return | 12.53% | 19.90%-7.4pp | 27.34%-14.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,689 | $1,537+9.9% | $2,352-28.2% | $2,042-17.3% |
| Participant deferral / active EE | $3,124 | $2,445+27.7% | $3,142-0.6% | $3,169-1.4% |
| Admin fee / account holder | $282 | $384-26.5% | $5,800-95.1% | $479-41.1% |