Filed February 15, 2023 (most recent of 2 filings on file)
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 Service code 13 · EIN 05-0515232 | Contract Administrator | $21,971 |
SERGIO DECURTIS1 year Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $10,090 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $6,726 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $38,063 | $52,953-28.1% | $172,739-78.0% | $65,185-41.6% |
| Participation rate | 78.5% | 66.2%+12.3pp | 82.6%-4.1pp | 70.2%+8.3pp |
| Annual return | 28.81% | 30.12%-1.3pp | 802.84%-774.0pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,497 | $2,190-31.6% | $5,143-70.9% | $2,177-31.2% |
| Participant deferral / active EE | $3,544 | $2,471+43.4% | $5,198-31.8% | $3,514+0.9% |
| Admin fee / account holder | $155 | $472-67.1% | $13,954-98.9% | $847-81.7% |