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.1+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $74,070 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 411 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $22,738 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,566 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,129 | $71,802-70.6% | $133,980-84.2% | $57,658-63.4% |
| Participation rate | 74.2% | 85.5%-11.3pp | 87.1%-12.8pp | 70.2%+4.0pp |
| Annual return | 8.55% | 13.51%-5.0pp | 29.30%-20.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,452 | $3,161-54.1% | $5,211-72.1% | $1,974-26.5% |
| Participant deferral / active EE | $1,436 | $4,606-68.8% | $6,282-77.1% | $3,061-53.1% |
| Admin fee / account holder | $135 | $88+53.5% | $9,324-98.6% | $95+42.4% |