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.8+ years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $270,015 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $65,346 |
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 | $102,037 | $112,686-9.4% | $169,993-40.0% | $80,160+27.3% |
| Participation rate | 88.1% | 87.4%+0.7pp | 87.0%+1.1pp | 72.9%+15.1pp |
| Annual return | 17.85% | 67.04%-49.2pp | 53.37%-35.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $4,302 | $4,481-4.0% | $6,785-36.6% | $2,978+44.5% |
| Participant deferral / active EE | $5,366 | $7,876-31.9% | $10,408-48.4% | $5,017+7.0% |
| Admin fee / account holder | $115 | $99+16.5% | $12,815-99.1% | $145-20.3% |