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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.
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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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,690 |
PNC BANK, N.A.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,417 | $80,138+6.6% | $130,231-34.4% | $71,457+19.5% |
| Participation rate | 55.1% | 71.0%-15.9pp | 76.3%-21.1pp | 67.9%-12.8pp |
| Annual return | -10.47% | 16.81%-27.3pp | 38.77%-49.2pp | 28.85%-39.3pp |
| Employer contribution / active EE | $1,406 | $2,834-50.4% | $4,126-65.9% | $2,588-45.7% |
| Participant deferral / active EE | $2,536 | $4,641-45.4% | $6,799-62.7% | $4,289-40.9% |
| Admin fee / account holder | $127 | $1,035-87.7% | $6,020-97.9% | $1,587-92.0% |