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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $86,078 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 26 · EIN 22-1146430 | Advisory (Participants) | $15,957 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 24 · EIN 27-4411131 | Discretionary Trustee | $5,117 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,548 | $130,141-88.8% | $86,677-83.2% | $77,904-81.3% |
| Participation rate | 98.8% | 85.9%+12.8pp | 76.6%+22.2pp | 73.7%+25.1pp |
| Annual return | -14.05% | -12.75%-1.3pp | 35.91%-50.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $1,713 | $3,220-46.8% | $2,836-39.6% | $2,848-39.8% |
| Participant deferral / active EE | $1,622 | $5,757-71.8% | $4,656-65.2% | $4,806-66.3% |
| Admin fee / account holder | $41 | $132-68.6% | $7,493-99.4% | $133-68.8% |