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 | $29,976 |
SERGIO DECURTIS2+ years Service code 28 · EIN 05-0515232 | Investment Management | $10,750 |
Service code 10 · EIN 81-0731797 | Accounting | $9,500 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $7,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,317 | $52,884-59.7% | $84,750-74.8% | $55,167-61.4% |
| Participation rate | 89.7% | 67.5%+22.2pp | 76.6%+13.1pp | 69.0%+20.7pp |
| Annual return | 8.32% | 18.03%-9.7pp | 22.78%-14.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $152 | $2,233-93.2% | $3,574-95.8% | $1,963-92.3% |
| Participant deferral / active EE | $2,438 | $2,644-7.8% | $3,712-34.3% | $3,054-20.2% |
| Admin fee / account holder | $183 | $581-68.4% | $5,332-96.6% | $504-63.6% |