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 | $27,903 |
SERGIO DECURTIS5 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $22,112 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $16,216 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $14,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,361 | $61,272-8.0% | $149,673-62.3% | $71,457-21.1% |
| Participation rate | 69.5% | 62.5%+7.0pp | 78.8%-9.2pp | 67.9%+1.6pp |
| Annual return | 22.85% | 35.85%-13.0pp | 134.42%-111.6pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,614 | $2,378-32.2% | $4,818-66.5% | $2,588-37.6% |
| Participant deferral / active EE | $4,810 | $2,917+64.9% | $5,680-15.3% | $4,289+12.2% |
| Admin fee / account holder | $325 | $1,261-74.3% | $13,210-97.5% | $1,587-79.5% |