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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $56,762 |
PNC BANK, N.A.6+ years Service code 26 · EIN 22-1146430 | Advisory (Participants) | $8,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,234 | $81,474+102.8% | $133,956+23.3% | $73,488+124.8% |
| Participation rate | 84.5% | 76.4%+8.1pp | 79.8%+4.6pp | 70.7%+13.8pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,497 | $2,209+13.0% | $3,919-36.3% | $2,270+10.0% |
| Participant deferral / active EE | $4,557 | $3,786+20.4% | $5,048-9.7% | $3,740+21.9% |
| Admin fee / account holder | $327 | $713-54.1% | $8,927-96.3% | $513-36.2% |