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 Service code 27 · EIN 13-2655998 | Advisory (Plan) | $43,173 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $39,279 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $9,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,999 | $55,453+134.4% | $170,442-23.7% | $62,292+108.7% |
| Participation rate | 70.6% | 66.4%+4.3pp | 83.6%-13.0pp | 69.5%+1.1pp |
| Annual return | 16.52% | 21.38%-4.9pp | 205.93%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $7,948 | $2,164+267.4% | $5,433+46.3% | $2,042+289.2% |
| Participant deferral / active EE | $4,608 | $2,303+100.1% | $4,939-6.7% | $3,169+45.4% |
| Admin fee / account holder | $512 | $455+12.5% | $13,880-96.3% | $479+6.8% |