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 |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $85,299 |
SERGIO DECURTIS5 years Service code 28 · EIN 05-0515232 | Investment Management | $30,534 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $19,431 |
NEW ENGLAND INVESTMENT CONSULTANTS2 years Service code 27 · EIN 20-5493811 | Advisory (Plan) | $16,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,267 | $64,119+134.4% | $112,228+33.9% | $66,914+124.6% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.1%+22.1pp | 69.8%+27.3pp |
| Annual return | -10.69% | -13.81%+3.1pp | 27.45%-38.1pp | 1.58%-12.3pp |
| Employer contribution / active EE | $9,669 | $3,005+221.7% | $3,635+166.0% | $2,544+280.0% |
| Participant deferral / active EE | $7,179 | $3,693+94.4% | $4,728+51.8% | $4,237+69.4% |
| Admin fee / account holder | $894 | $625+43.1% | $6,410-86.0% | $593+50.8% |