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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $27,326 |
SERGIO DECURTIS4+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,750 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $5,167 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,756 | $28,109+87.7% | $71,086-25.8% | $56,287-6.3% |
| Participation rate | 60.0% | 40.4%+19.6pp | 54.7%+5.3pp | 69.9%-9.9pp |
| Annual return | -5.33% | -615.05%+609.7pp | 650.59%-655.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $170 | $558-69.5% | $1,088-84.4% | $2,111-92.0% |
| Participant deferral / active EE | $1,684 | $1,116+50.9% | $1,874-10.2% | $3,350-49.7% |
| Admin fee / account holder | $425 | $585-27.2% | $3,082-86.2% | $521-18.3% |