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.5+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $423,969 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $171,034 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $98,882 |
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 | $99,771 | $110,699-9.9% | $177,821-43.9% | $90,288+10.5% |
| Participation rate | 83.0% | 88.3%-5.3pp | 87.7%-4.7pp | 73.4%+9.7pp |
| Annual return | 16.95% | 22.79%-5.8pp | 48.32%-31.4pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,309 | $4,118-19.7% | $5,918-44.1% | $2,524+31.1% |
| Participant deferral / active EE | $3,822 | $6,731-43.2% | $7,714-50.4% | $4,232-9.7% |
| Admin fee / account holder | $165 | $90+83.2% | $12,427-98.7% | $114+44.6% |