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 15 · EIN 27-2037969 | Recordkeeping | $85,307 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $52,298 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $22,385 |
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 | $115,498 | $50,815+127.3% | $155,509-25.7% | $77,643+48.8% |
| Participation rate | 70.2% | 63.1%+7.1pp | 78.2%-8.0pp | 70.6%-0.4pp |
| Annual return | 18.12% | 34.80%-16.7pp | 64.67%-46.6pp | 31.24%-13.1pp |
| Employer contribution / active EE | $4,939 | $1,993+147.9% | $4,672+5.7% | $2,726+81.2% |
| Participant deferral / active EE | $9,264 | $2,822+228.3% | $5,626+64.7% | $4,647+99.4% |
| Admin fee / account holder | $221 | $437-49.3% | $15,912-98.6% | $430-48.6% |