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 10-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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,379 |
PNC BANK, N.A.7+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
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 | $74,166 | $69,848+6.2% | $115,756-35.9% | $66,914+10.8% |
| Participation rate | 85.3% | 70.6%+14.7pp | 77.1%+8.2pp | 69.8%+15.5pp |
| Annual return | 4.45% | 969.66%-965.2pp | 143.14%-138.7pp | 1.58%+2.9pp |
| Employer contribution / active EE | $3,006 | $2,613+15.1% | $3,793-20.7% | $2,544+18.2% |
| Participant deferral / active EE | $2,099 | $4,274-50.9% | $6,254-66.4% | $4,237-50.4% |
| Admin fee / account holder | $120 | $337-64.4% | $8,124-98.5% | $593-79.8% |