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 CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $114,786 |
SERGIO DECURTIS3+ years Service code 28 · EIN 05-0515232 | Investment Management | $93,831 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $62,554 |
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.
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 | $249,372 | $58,726+324.6% | $92,233+170.4% | $62,292+300.3% |
| Participation rate | 93.2% | 68.3%+24.8pp | 76.5%+16.7pp | 69.5%+23.6pp |
| Annual return | 13.05% | 43.62%-30.6pp | 176.28%-163.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $6,907 | $2,392+188.8% | $3,679+87.7% | $2,042+238.2% |
| Participant deferral / active EE | $11,287 | $2,766+308.1% | $3,897+189.7% | $3,169+256.2% |
| Admin fee / account holder | $1,091 | $556+96.1% | $5,194-79.0% | $479+127.7% |