See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | $34,605 |
SERGIO DECURTIS4+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $9,645 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $6,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,458 | $62,586+30.2% | $76,768+6.1% | $64,186+26.9% |
| Participation rate | 76.1% | 72.8%+3.2pp | 77.0%-0.9pp | 69.6%+6.5pp |
| Annual return | -7.23% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $602 | $1,832-67.2% | $2,485-75.8% | $2,381-74.7% |
| Participant deferral / active EE | $3,823 | $3,145+21.6% | $3,852-0.7% | $3,470+10.2% |
| Admin fee / account holder | $690 | $4,667-85.2% | $6,675-89.7% | $4,888-85.9% |