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 CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $25,671 |
SERGIO DECURTIS6+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $9,683 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $4,842 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $1,614 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,954 | $35,986+88.8% | $77,482-12.3% | $73,488-7.5% |
| Participation rate | 53.1% | 40.8%+12.3pp | 54.2%-1.1pp | 70.7%-17.6pp |
| Annual return | 4.93% | 19.26%-14.3pp | 54.79%-49.9pp | 28.51%-23.6pp |
| Employer contribution / active EE | $223 | $557-60.0% | $986-77.4% | $2,270-90.2% |
| Participant deferral / active EE | $1,157 | $1,198-3.4% | $1,861-37.8% | $3,740-69.1% |
| Admin fee / account holder | $443 | $466-5.0% | $2,858-84.5% | $513-13.8% |