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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,258 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $17,261 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,520 | $87,870-5.0% | $113,168-26.2% | $74,304+12.4% |
| Participation rate | 93.2% | 70.7%+22.5pp | 76.6%+16.7pp | 60.3%+32.9pp |
| Annual return | 12.98% | 26.44%-13.5pp | 24.27%-11.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,401 | $2,277-38.5% | $2,975-52.9% | $2,241-37.5% |
| Participant deferral / active EE | $3,612 | $4,241-14.8% | $5,107-29.3% | $3,767-4.1% |
| Admin fee / account holder | $294 | $3,368-91.3% | $12,068-97.6% | $2,969-90.1% |