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 | $26,500 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $8,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,843 | $84,948+9.3% | $70,449+31.8% | $73,409+26.5% |
| Participation rate | 93.9% | 79.9%+14.0pp | 75.1%+18.9pp | 72.2%+21.7pp |
| Annual return | 11.71% | 13.39%-1.7pp | 109.03%-97.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $3,909 | $2,834+37.9% | $2,737+42.8% | $2,234+75.0% |
| Participant deferral / active EE | $2,381 | $3,387-29.7% | $3,709-35.8% | $3,805-37.4% |
| Admin fee / account holder | $45 | $98-54.2% | $3,845-98.8% | $158-71.6% |