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 | $36,230 |
SERGIO DECURTIS3+ years Service code 28 · EIN 05-0515232 | Investment Management | $11,969 |
Service code 10 · EIN 81-0731797 | Accounting | $9,800 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $7,980 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $24,936 | $58,726-57.5% | $92,233-73.0% | $62,292-60.0% |
| Participation rate | 89.0% | 68.3%+20.7pp | 76.5%+12.5pp | 69.5%+19.5pp |
| Annual return | 11.53% | 43.62%-32.1pp | 176.28%-164.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $162 | $2,392-93.2% | $3,679-95.6% | $2,042-92.1% |
| Participant deferral / active EE | $2,547 | $2,766-7.9% | $3,897-34.6% | $3,169-19.6% |
| Admin fee / account holder | $217 | $556-60.9% | $5,194-95.8% | $479-54.6% |