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 | $43,069 |
SERGIO DECURTIS1 year Service code 28 · EIN 05-0515232 | Investment Management | $21,300 |
TDAMERITRADE1 year Filed as: TDAMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $14,200 |
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 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 | $155,509 | $47,977+224.1% | $154,107+0.9% | $56,287+176.3% |
| Participation rate | 69.3% | 66.2%+3.1pp | 83.0%-13.7pp | 69.9%-0.5pp |
| Annual return | -4.05% | 3.54%-7.6pp | 735.12%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,640 | $2,169+21.7% | $5,298-50.2% | $2,111+25.1% |
| Participant deferral / active EE | $6,151 | $2,392+157.2% | $5,081+21.1% | $3,350+83.6% |
| Admin fee / account holder | $842 | $438+92.1% | $13,411-93.7% | $521+61.6% |