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 | $36,549 |
SERGIO DECURTIS3 years Service code 28 · EIN 05-0515232 | Investment Management | $27,596 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $13,798 |
TDAMERITRADE3 years Filed as: TDAMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $4,599 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $137,497 | $58,879+133.5% | $178,490-23.0% | $73,488+87.1% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 7.68% | 24.86%-17.2pp | 151.07%-143.4pp | 28.51%-20.8pp |
| Employer contribution / active EE | $3,123 | $2,236+39.6% | $5,011-37.7% | $2,270+37.6% |
| Participant deferral / active EE | $5,775 | $2,567+124.9% | $5,202+11.0% | $3,740+54.4% |
| Admin fee / account holder | $613 | $400+53.2% | $13,984-95.6% | $513+19.5% |