See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $38,168 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 717 17TH STREET · DENVER, CO 80202 | Investment Management | $28,574 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 42-1558009 | Directed Trustee | $13,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,230 | $104,475+109.8% | $159,436+37.5% | $79,386+176.2% |
| Participation rate | 96.1% | 76.6%+19.5pp | 82.8%+13.3pp | 70.7%+25.4pp |
| Annual return | 14.43% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $3,043 | $3,417-10.9% | $4,829-37.0% | $2,427+25.4% |
| Participant deferral / active EE | $10,023 | $6,467+55.0% | $7,352+36.3% | $4,046+147.8% |
| Admin fee / account holder | $577 | $711-18.9% | $10,799-94.7% | $626-7.9% |