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: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Investment Management | $28,818 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $18,297 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $12,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,545 | $77,813+90.9% | $123,544+20.2% | $64,186+131.4% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | -6.17% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,523 | $3,014-16.3% | $4,628-45.5% | $2,381+6.0% |
| Participant deferral / active EE | $8,788 | $5,240+67.7% | $6,426+36.8% | $3,470+153.3% |
| Admin fee / account holder | $422 | $5,519-92.4% | $9,284-95.5% | $4,888-91.4% |