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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Direct paym... | $38,498 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $15,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,540 | $37,117-68.9% | $147,614-92.2% | $55,191-79.1% |
| Participation rate | 73.5% | 63.6%+9.9pp | 84.6%-11.2pp | 69.2%+4.3pp |
| Annual return | -1.68% | 3.44%-5.1pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $310 | $1,620-80.9% | $5,564-94.4% | $1,899-83.7% |
| Participant deferral / active EE | $948 | $1,985-52.3% | $4,895-80.6% | $3,046-68.9% |
| Admin fee / account holder | $69 | $86-19.4% | $11,611-99.4% | $91-24.1% |