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 CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $106,188 |
SERGIO DECURTIS2+ years Service code 28 · EIN 05-0515232 | Investment Management | $81,752 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $54,501 |
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 | $210,163 | $52,884+297.4% | $84,750+148.0% | $55,167+281.0% |
| Participation rate | 97.1% | 67.5%+29.5pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 9.72% | 18.03%-8.3pp | 22.78%-13.1pp | 169.23%-159.5pp |
| Employer contribution / active EE | $6,978 | $2,233+212.4% | $3,574+95.2% | $1,963+255.5% |
| Participant deferral / active EE | $11,545 | $2,644+336.7% | $3,712+211.0% | $3,054+278.0% |
| Admin fee / account holder | $933 | $581+60.7% | $5,332-82.5% | $504+85.1% |