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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $26,675 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 185 ASYLUM STREET · HARTFORD, CT 06103 | Advisory (Participants) | $23,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,566 | $63,114-23.1% | $92,893-47.7% | $65,185-25.5% |
| Participation rate | 96.4% | 68.8%+27.6pp | 76.0%+20.4pp | 70.2%+26.2pp |
| Annual return | 1.29% | 28.75%-27.5pp | 109.41%-108.1pp | 29.38%-28.1pp |
| Employer contribution / active EE | $1,669 | $2,571-35.1% | $3,653-54.3% | $2,177-23.3% |
| Participant deferral / active EE | $4,589 | $3,108+47.7% | $4,236+8.3% | $3,514+30.6% |
| Admin fee / account holder | $396 | $624-36.5% | $5,794-93.2% | $847-53.2% |