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.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $37,586 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 111 MONUMENT CIRCLE · INDIANAPOLIS, IN 46204 | Advisory (Participants) | $23,616 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,524 | $49,451+34.5% | $79,550-16.4% | $66,914-0.6% |
| Participation rate | 78.7% | 61.3%+17.3pp | 69.5%+9.2pp | 69.8%+8.9pp |
| Annual return | -16.63% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,462 | $3,159+9.6% | $3,985-13.1% | $4,237-18.3% |
| Admin fee / account holder | $395 | $595-33.6% | $6,832-94.2% | $593-33.5% |