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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $22,044 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $18,694 |
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 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 | $151,872 | $89,652+69.4% | $141,162+7.6% | $65,185+133.0% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.5%+10.9pp | 70.2%+23.2pp |
| Annual return | 20.31% | 32.79%-12.5pp | 71.39%-51.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,896 | $3,065-5.5% | $4,735-38.8% | $2,177+33.0% |
| Participant deferral / active EE | $8,986 | $5,691+57.9% | $6,709+33.9% | $3,514+155.7% |
| Admin fee / account holder | $190 | $569-66.5% | $10,261-98.1% | $847-77.5% |