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 CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $25,864 |
SERGIO DECURTIS5+ years Service code 28 · EIN 05-0515232 | Investment Management | $15,283 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $10,188 |
JMR & COMPANY, LLC2 years Service code 10 · EIN 82-4997518 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,891 | $66,601-73.1% | $92,893-80.7% | $67,579-73.5% |
| Participation rate | 88.0% | 72.5%+15.5pp | 76.0%+12.0pp | 71.3%+16.7pp |
| Annual return | 22.62% | 92.58%-70.0pp | 109.41%-86.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $567 | $2,775-79.6% | $3,653-84.5% | $2,148-73.6% |
| Participant deferral / active EE | $2,267 | $3,157-28.2% | $4,236-46.5% | $3,539-35.9% |
| Admin fee / account holder | $112 | $199-43.6% | $5,794-98.1% | $142-21.1% |