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.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $62,868 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 411 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $46,499 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $33,982 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $10,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,308 | $75,388+82.1% | $123,544+11.1% | $55,725+146.4% |
| Participation rate | 84.9% | 75.7%+9.2pp | 82.3%+2.6pp | 70.9%+14.0pp |
| Annual return | -1.80% | 4.48%-6.3pp | 119.20%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,199 | $3,063-60.8% | $4,628-74.1% | $2,078-42.3% |
| Participant deferral / active EE | $7,103 | $5,651+25.7% | $6,426+10.5% | $3,356+111.7% |
| Admin fee / account holder | $336 | $120+180.6% | $9,284-96.4% | $115+191.7% |