See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $71,963 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $33,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,253 | $104,919-1.6% | $116,228-11.2% | $85,563+20.7% |
| Participation rate | 97.1% | 78.6%+18.5pp | 74.6%+22.6pp | 66.0%+31.1pp |
| Annual return | 14.70% | 15.38%-0.7pp | 90.06%-75.4pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,339 | $3,485-32.9% | $2,994-21.9% | $2,654-11.8% |
| Participant deferral / active EE | $6,935 | $5,306+30.7% | $4,953+40.0% | $4,375+58.5% |
| Admin fee / account holder | $154 | $429-64.0% | $11,989-98.7% | $834-81.5% |