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.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $20,130 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 33 44 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Distribution (12b-1) fees; Securities... | $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 | $63,387 | $67,411-6.0% | $91,001-30.3% | $70,131-9.6% |
| Participation rate | 94.0% | 71.4%+22.7pp | 75.6%+18.4pp | 69.5%+24.5pp |
| Annual return | 13.92% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,960 | $1,786+9.7% | $2,456-20.2% | $2,342-16.3% |
| Participant deferral / active EE | $3,208 | $2,823+13.6% | $3,547-9.6% | $3,332-3.7% |
| Admin fee / account holder | $26 | $4,236-99.4% | $5,417-99.5% | $4,645-99.5% |