See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $20,917 |
ED DIAS5 years Service code 27 245 FIVE MILE RIVER RD · PUTNAM, CT 06260 | Advisory (Plan) | $12,826 |
SERGIO DECURTIS4 years Service code 28 · EIN 05-0515232 | Investment Management | $7,916 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,278 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,645 | $64,119-66.2% | $112,228-80.7% | $66,914-67.7% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.1%+10.0pp | 69.8%+15.3pp |
| Annual return | -10.27% | -13.81%+3.5pp | 27.45%-37.7pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,702 | $3,005-43.4% | $3,635-53.2% | $2,544-33.1% |
| Participant deferral / active EE | $2,762 | $3,693-25.2% | $4,728-41.6% | $4,237-34.8% |
| Admin fee / account holder | $200 | $625-68.0% | $6,410-96.9% | $593-66.3% |