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, L Service code 13 · EIN 05-0515232 | Contract Administrator | $17,488 |
ED DIAS3 years Service code 27 245 FIVE MILE RIVER RD · PUTNAM, CT 06260 | Advisory (Plan) | $9,439 |
SERGIO DECURTIS2 years Service code 28 · EIN 05-0515232 | Investment Management | $6,762 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,652 | $69,362-68.8% | $101,248-78.6% | $73,488-70.5% |
| Participation rate | 85.5% | 68.4%+17.1pp | 75.8%+9.6pp | 70.7%+14.8pp |
| Annual return | 9.12% | 18.46%-9.3pp | 46.47%-37.4pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,133 | $2,628-18.8% | $3,660-41.7% | $2,270-6.0% |
| Participant deferral / active EE | $2,315 | $3,300-29.8% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $171 | $704-75.7% | $5,945-97.1% | $513-66.7% |