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 BARNEY5 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $40,124 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $26,585 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,802 | $46,292+14.1% | $143,757-63.3% | $64,808-18.5% |
| Participation rate | 51.0% | 64.2%-13.2pp | 80.3%-29.3pp | 71.5%-20.4pp |
| Annual return | -14.53% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $750 | $1,910-60.7% | $4,951-84.8% | $2,506-70.1% |
| Participant deferral / active EE | $3,521 | $2,646+33.1% | $5,637-37.5% | $4,310-18.3% |
| Admin fee / account holder | $281 | $154+82.7% | $14,673-98.1% | $188+49.6% |