Filed September 28, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $103,493 |
SERGIO DECURTIS1+ years Service code 28 · EIN 05-0515232 | Investment Management | $73,801 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $49,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,394 | $50,464+287.2% | $75,781+157.8% | $52,331+273.4% |
| Participation rate | 96.2% | 66.8%+29.4pp | 75.8%+20.4pp | 68.1%+28.1pp |
| Annual return | -1.96% | 1.03%-3.0pp | 9.68%-11.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $6,738 | $1,988+238.9% | $3,323+102.8% | $1,882+258.1% |
| Participant deferral / active EE | $11,202 | $2,570+335.8% | $3,651+206.8% | $3,022+270.7% |
| Admin fee / account holder | $905 | $1,103-18.0% | $5,299-82.9% | $592+52.9% |