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.7+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $204,396 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $120,205 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Custodial (securities); Account maint... | $113,993 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,345 | $95,918-5.8% | $151,611-40.4% | $77,904+16.0% |
| Participation rate | 87.8% | 88.7%-1.0pp | 87.5%+0.3pp | 73.7%+14.1pp |
| Annual return | -16.41% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,929 | $4,330-9.3% | $6,166-36.3% | $2,848+38.0% |
| Participant deferral / active EE | $5,016 | $7,508-33.2% | $8,363-40.0% | $4,806+4.4% |
| Admin fee / account holder | $152 | $93+62.7% | $11,616-98.7% | $133+14.5% |