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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.
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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 Service code 15 · EIN 27-2037969 | Recordkeeping | $126,952 |
Filed as: MORGAN STANLEY & CO. INC Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $65,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,134 | $185,342-36.3% | $111,297+6.1% | $86,799+36.1% |
| Participation rate | 71.7% | 81.0%-9.3pp | 77.3%-5.6pp | 72.3%-0.6pp |
| Annual return | 13.91% | 500.80%-486.9pp | 54.65%-40.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,253 | $2,246+0.3% | $2,731-17.5% | $2,405-6.3% |
| Participant deferral / active EE | $5,210 | $4,458+16.9% | $4,487+16.1% | $4,131+26.1% |
| Admin fee / account holder | $198 | $255-22.4% | $7,964-97.5% | $170+16.9% |