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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $53,813 |
Filed as: MORGAN STANLEY Service code 10 · EIN 13-5381590 | Accounting | $47,649 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $11,050 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 | Claims processing; Account maintenanc... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,241 | $88,122+77.3% | $141,162+10.7% | $67,579+131.2% |
| Participation rate | 85.5% | 76.5%+9.0pp | 82.5%+3.0pp | 71.3%+14.2pp |
| Annual return | 22.66% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,281 | $3,224-60.3% | $4,735-72.9% | $2,148-40.4% |
| Participant deferral / active EE | $7,329 | $5,958+23.0% | $6,709+9.2% | $3,539+107.1% |
| Admin fee / account holder | $328 | $131+150.6% | $10,261-96.8% | $142+130.5% |