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 CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $132,589 |
SERGIO DECURTIS4+ years Service code 28 · EIN 05-0515232 | Investment Management | $89,017 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $59,344 |
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 | $231,804 | $55,449+318.0% | $83,848+176.5% | $56,287+311.8% |
| Participation rate | 89.9% | 68.0%+21.9pp | 76.1%+13.8pp | 69.9%+20.1pp |
| Annual return | -5.77% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $7,256 | $2,430+198.5% | $3,631+99.8% | $2,111+243.7% |
| Participant deferral / active EE | $11,829 | $2,935+302.9% | $4,082+189.8% | $3,350+253.1% |
| Admin fee / account holder | $1,106 | $656+68.5% | $5,478-79.8% | $521+112.2% |