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 | $37,637 |
SERGIO DECURTIS2 years Service code 28 · EIN 05-0515232 | Investment Management | $26,109 |
TDAMERITRADE2 years Filed as: TDAMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $17,406 |
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 | $180,242 | $52,953+240.4% | $172,739+4.3% | $65,185+176.5% |
| Participation rate | 73.5% | 66.2%+7.3pp | 82.6%-9.1pp | 70.2%+3.3pp |
| Annual return | 17.86% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,621 | $2,190+19.7% | $5,143-49.0% | $2,177+20.4% |
| Participant deferral / active EE | $6,021 | $2,471+143.7% | $5,198+15.8% | $3,514+71.4% |
| Admin fee / account holder | $838 | $472+77.6% | $13,954-94.0% | $847-1.0% |