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 8-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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $47,597 |
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $40,006 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,698 | $105,247-88.9% | $87,100-86.6% | $77,787-85.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 21.41% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,688 | $2,895-41.7% | $2,521-33.0% | $2,504-32.6% |
| Participant deferral / active EE | $1,452 | $5,060-71.3% | $4,049-64.1% | $3,967-63.4% |
| Admin fee / account holder | $37 | $104-64.4% | $7,497-99.5% | $100-62.8% |