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 | $22,500 |
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 | $87,865 | $95,542-8.0% | $69,455+26.5% | $67,579+30.0% |
| Participation rate | 97.7% | 79.4%+18.4pp | 74.6%+23.1pp | 71.3%+26.5pp |
| Annual return | 16.02% | 17.67%-1.6pp | 28.97%-12.9pp | 378.56%-362.5pp |
| Employer contribution / active EE | $3,876 | $2,989+29.7% | $2,779+39.5% | $2,148+80.5% |
| Participant deferral / active EE | $2,446 | $3,263-25.0% | $3,535-30.8% | $3,539-30.9% |
| Admin fee / account holder | $30 | $90-66.9% | $3,839-99.2% | $142-79.1% |