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 CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $66,252 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $33,212 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $22,141 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $17,713 |
JARDIM & MAROTTA, LLC2 years Filed as: JARDIM & MAROTTTA, LLC Service code 10 · EIN 47-5415574 | Accounting | $8,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,992 | $106,236-77.4% | $112,228-78.6% | $64,808-63.0% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.1%+8.9pp | 71.5%+12.5pp |
| Annual return | 24.75% | -6.02%+30.8pp | 27.45%-2.7pp | 32.82%-8.1pp |
| Employer contribution / active EE | $992 | $3,166-68.7% | $3,635-72.7% | $2,506-60.4% |
| Participant deferral / active EE | $3,964 | $3,785+4.7% | $4,728-16.2% | $4,310-8.0% |
| Admin fee / account holder | $161 | $452-64.3% | $6,410-97.5% | $188-14.2% |