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.6 years Service code 14 · EIN 27-2037969 | Plan Administrator | $31,241 |
PNC BANK, N.A.3 years Filed as: PNC ASSET MANAGEMENT Service code 13 · EIN 22-1146430 | Contract Administrator | $28,792 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $7,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,213 | $58,778+62.0% | $129,207-26.3% | $77,643+22.6% |
| Participation rate | 40.8% | 59.2%-18.5pp | 69.6%-28.8pp | 70.6%-29.8pp |
| Annual return | 12.69% | 24.73%-12.0pp | 9417.33%-9404.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,581 | $1,952-19.0% | $4,153-61.9% | $2,726-42.0% |
| Participant deferral / active EE | $2,963 | $3,212-7.8% | $4,168-28.9% | $4,647-36.2% |
| Admin fee / account holder | $286 | $589-51.5% | $7,715-96.3% | $430-33.5% |