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 CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $25,954 |
SERGIO DECURTIS1+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,651 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $5,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,782 | $56,199-20.3% | $67,652-33.8% | $59,632-24.9% |
| Participation rate | 81.6% | 71.5%+10.1pp | 75.7%+5.9pp | 68.7%+12.9pp |
| Annual return | -0.79% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $499 | $1,614-69.1% | $2,266-78.0% | $2,203-77.4% |
| Participant deferral / active EE | $2,982 | $2,844+4.9% | $3,560-16.2% | $3,192-6.6% |
| Admin fee / account holder | $344 | $3,958-91.3% | $4,821-92.9% | $4,297-92.0% |