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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $15,857 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $14,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,925 | $49,138+5.7% | $84,015-38.2% | $65,185-20.3% |
| Participation rate | 90.7% | 60.7%+29.9pp | 69.0%+21.7pp | 70.2%+20.5pp |
| Annual return | 21.59% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $272 | $914-70.2% | $1,983-86.3% | $2,177-87.5% |
| Participant deferral / active EE | $3,096 | $2,397+29.1% | $3,239-4.4% | $3,514-11.9% |
| Admin fee / account holder | $262 | $543-51.8% | $6,101-95.7% | $847-69.1% |