Filed February 20, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $32,397 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $22,069 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,228 | $52,293+15.2% | $178,490-66.3% | $73,409-18.0% |
| Participation rate | 51.3% | 65.3%-14.0pp | 81.9%-30.6pp | 72.2%-20.8pp |
| Annual return | 9.48% | 34.75%-25.3pp | 151.07%-141.6pp | 59.29%-49.8pp |
| Employer contribution / active EE | $13 | $1,735-99.2% | $5,011-99.7% | $2,234-99.4% |
| Participant deferral / active EE | $2,683 | $2,332+15.0% | $5,202-48.4% | $3,805-29.5% |
| Admin fee / account holder | $252 | $127+97.5% | $13,984-98.2% | $158+59.3% |