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 CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $23,448 |
SERGIO DECURTIS6+ years Service code 28 · EIN 05-0515232 | Investment Management | $15,141 |
JMR & COMPANY, LLC3 years Service code 10 · EIN 82-4997518 | Accounting | $10,000 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $9,463 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $3,154 |
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 | $20,625 | $91,517-77.5% | $101,248-79.6% | $73,409-71.9% |
| Participation rate | 88.0% | 73.8%+14.2pp | 75.8%+12.2pp | 72.2%+15.8pp |
| Annual return | 14.35% | 17.17%-2.8pp | 46.47%-32.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $671 | $2,877-76.7% | $3,660-81.7% | $2,234-70.0% |
| Participant deferral / active EE | $2,682 | $3,338-19.7% | $4,370-38.6% | $3,805-29.5% |
| Admin fee / account holder | $104 | $216-51.9% | $5,945-98.3% | $158-34.3% |