Filed December 13, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $7,500 |
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 | $80,236 | $70,083+14.5% | $59,878+34.0% | $55,725+44.0% |
| Participation rate | 98.5% | 78.4%+20.2pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | -2.16% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $4,293 | $2,878+49.2% | $2,722+57.8% | $2,078+106.6% |
| Participant deferral / active EE | $2,768 | $3,079-10.1% | $3,402-18.6% | $3,356-17.5% |
| Admin fee / account holder | $10 | $70-85.2% | $3,590-99.7% | $115-91.0% |