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 | $41,390 |
SERGIO DECURTIS4+ years Service code 28 · EIN 05-0515232 | Investment Management | $11,652 |
JMR & COMPANY, LLC1 year Service code 10 · EIN 82-4997518 | Accounting | $9,800 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $7,768 |
Employer contribution per participant 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 | $22,756 | $55,449-59.0% | $83,848-72.9% | $56,287-59.6% |
| Participation rate | 89.2% | 68.0%+21.2pp | 76.1%+13.1pp | 69.9%+19.4pp |
| Annual return | -4.73% | -1.38%-3.3pp | 850.88%-855.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $158 | $2,430-93.5% | $3,631-95.7% | $2,111-92.5% |
| Participant deferral / active EE | $2,409 | $2,935-17.9% | $4,082-41.0% | $3,350-28.1% |
| Admin fee / account holder | $216 | $656-67.1% | $5,478-96.1% | $521-58.5% |