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 4-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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $12,326 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 44 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Securities brokerage; Distribution (1... | $0 |
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 | $54,899 | $58,828-6.7% | $77,999-29.6% | $62,891-12.7% |
| Participation rate | 89.7% | 71.1%+18.6pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 5.40% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,632 | $1,672-2.4% | $2,470-33.9% | $2,281-28.4% |
| Participant deferral / active EE | $2,770 | $2,686+3.1% | $3,497-20.8% | $3,203-13.5% |
| Admin fee / account holder | $18 | $4,393-99.6% | $5,480-99.7% | $4,296-99.6% |