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 |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $81,844 |
SERGIO DECURTIS1 year Service code 28 · EIN 05-0515232 | Investment Management | $25,752 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $17,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,024 | $57,354+119.7% | $83,848+50.3% | $64,186+96.3% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.8pp | 69.6%+29.4pp |
| Annual return | -5.97% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $17,905 | $2,545+603.4% | $3,631+393.1% | $2,381+652.0% |
| Participant deferral / active EE | $6,535 | $2,993+118.3% | $4,082+60.1% | $3,470+88.4% |
| Admin fee / account holder | $730 | $4,046-82.0% | $5,478-86.7% | $4,888-85.1% |