Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $56,608 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $37,328 |
NEWPORT GROUP, INC.10+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,029 | $89,248-23.8% | $136,007-50.0% | $74,546-8.7% |
| Participation rate | 82.1% | 69.4%+12.7pp | 76.5%+5.7pp | 67.2%+14.9pp |
| Annual return | 12.02% | 22.76%-10.7pp | 579.32%-567.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,725 | $2,838-39.2% | $4,215-59.1% | $2,624-34.3% |
| Participant deferral / active EE | $6,925 | $4,598+50.6% | $7,024-1.4% | $4,347+59.3% |
| Admin fee / account holder | $463 | $1,545-70.1% | $6,858-93.3% | $1,944-76.2% |