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 26 WATER TOWER HILL · COLCHESTER, VT 05446 | Advisory (Participants) | $67,112 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Account maintenanc... | $38,528 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $11,196 |
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 | $120,336 | $100,801+19.4% | $149,696-19.6% | $73,409+63.9% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 17.59% | 265.34%-247.7pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $3,773 | $3,312+13.9% | $4,644-18.8% | $2,234+68.9% |
| Participant deferral / active EE | $9,362 | $6,404+46.2% | $6,842+36.8% | $3,805+146.0% |
| Admin fee / account holder | $303 | $181+67.4% | $9,309-96.7% | $158+91.7% |