Filed June 16, 2018
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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,132 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $12,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,810 | $76,050-12.1% | $96,544-30.8% | $71,457-6.5% |
| Participation rate | 89.7% | 74.4%+15.2pp | 76.0%+13.7pp | 67.9%+21.7pp |
| Annual return | 12.83% | 22.81%-10.0pp | 25.84%-13.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,485 | $2,244-33.8% | $2,965-49.9% | $2,588-42.6% |
| Participant deferral / active EE | $3,576 | $4,215-15.2% | $4,851-26.3% | $4,289-16.6% |
| Admin fee / account holder | $327 | $2,707-87.9% | $8,252-96.0% | $1,587-79.4% |