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 Service code 15 · EIN 27-2037969 | Recordkeeping | $21,165 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $9,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $104,861 | $47,648+120.1% | $130,648-19.7% | $67,579+55.2% |
| Participation rate | 27.7% | 60.4%-32.7pp | 71.7%-44.0pp | 71.3%-43.6pp |
| Annual return | 24.54% | 25.73%-1.2pp | 1708.96%-1684.4pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,354 | $1,408-3.8% | $4,092-66.9% | $2,148-36.9% |
| Participant deferral / active EE | $1,802 | $2,616-31.1% | $3,603-50.0% | $3,539-49.1% |
| Admin fee / account holder | $232 | $105+121.0% | $5,464-95.8% | $142+63.1% |