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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $196,097 |
NEWPORT GROUP, INC.6+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $189,138 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Custodial (securities); Account maint... | $106,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,099 | $118,337-4.4% | $189,513-40.3% | $93,030+21.6% |
| Participation rate | 88.8% | 89.1%-0.3pp | 87.8%+1.0pp | 73.9%+14.9pp |
| Annual return | 16.35% | 21.77%-5.4pp | 555.15%-538.8pp | 158.70%-142.4pp |
| Employer contribution / active EE | $4,210 | $4,204+0.1% | $6,162-31.7% | $2,706+55.6% |
| Participant deferral / active EE | $5,292 | $7,123-25.7% | $8,221-35.6% | $4,562+16.0% |
| Admin fee / account holder | $170 | $100+70.7% | $12,045-98.6% | $152+12.2% |