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.1 year Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 | Recordkeeping | $37,107 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $33,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,990 | $66,601+9.6% | $92,893-21.4% | $67,579+8.0% |
| Participation rate | 55.0% | 72.5%-17.4pp | 76.0%-21.0pp | 71.3%-16.2pp |
| Annual return | 18.20% | 92.58%-74.4pp | 109.41%-91.2pp | 378.56%-360.4pp |
| Employer contribution / active EE | $777 | $2,775-72.0% | $3,653-78.7% | $2,148-63.8% |
| Participant deferral / active EE | $2,234 | $3,157-29.2% | $4,236-47.3% | $3,539-36.9% |
| Admin fee / account holder | $230 | $199+15.8% | $5,794-96.0% | $142+61.9% |