Filed May 10, 2018 (most recent of 4 filings on file)
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 | Recordkeeping fees; Recordkeeping and... | $549,017 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $92,475 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Trustee (directed); Trustee (bank, tr... | $73,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,675 | $95,776-4.3% | $162,163-43.5% | $77,787+17.9% |
| Participation rate | 81.5% | 88.6%-7.1pp | 87.6%-6.0pp | 73.2%+8.3pp |
| Annual return | 22.65% | 37.03%-14.4pp | 115.59%-92.9pp | 32.57%-9.9pp |
| Employer contribution / active EE | $3,210 | $3,874-17.1% | $5,614-42.8% | $2,504+28.2% |
| Participant deferral / active EE | $3,525 | $6,125-42.4% | $7,298-51.7% | $3,967-11.1% |
| Admin fee / account holder | $134 | $88+52.5% | $10,843-98.8% | $100+33.6% |