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 | $33,285 |
SERGIO DECURTIS4 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $16,496 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $12,097 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $10,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,911 | $65,061-24.8% | $143,757-66.0% | $66,914-26.9% |
| Participation rate | 77.9% | 65.2%+12.8pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -7.32% | -11.14%+3.8pp | -0.04%-7.3pp | 1.58%-8.9pp |
| Employer contribution / active EE | $1,676 | $2,361-29.0% | $4,951-66.1% | $2,544-34.1% |
| Participant deferral / active EE | $4,710 | $2,919+61.4% | $5,637-16.4% | $4,237+11.2% |
| Admin fee / account holder | $342 | $502-31.9% | $14,673-97.7% | $593-42.4% |