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 Service code 26 185 ASYLUM STREET 21ST FLOOR · HARTFORD, CT 06103 | Advisory (Participants) | $7,882 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $7,784 |
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 | $54,339 | $55,449-2.0% | $83,848-35.2% | $56,287-3.5% |
| Participation rate | 92.1% | 68.0%+24.1pp | 76.1%+15.9pp | 69.9%+22.2pp |
| Annual return | 5.93% | -1.38%+7.3pp | 850.88%-844.9pp | -9.96%+15.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,991 | $2,935+1.9% | $4,082-26.7% | $3,350-10.7% |
| Admin fee / account holder | $147 | $656-77.6% | $5,478-97.3% | $521-71.8% |