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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Investment Management | $51,138 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $45,801 |
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 | $194,274 | $89,355+117.4% | $141,162+37.6% | $72,985+166.2% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 27.88% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $2,941 | $3,114-5.6% | $4,735-37.9% | $2,440+20.5% |
| Participant deferral / active EE | $10,356 | $5,418+91.1% | $6,709+54.4% | $3,607+187.1% |
| Admin fee / account holder | $508 | $5,958-91.5% | $10,261-95.0% | $5,124-90.1% |