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 | $14,057 |
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $12,772 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,881 | $72,492-40.8% | $87,100-50.8% | $72,985-41.2% |
| Participation rate | 78.5% | 72.8%+5.7pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 19.12% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,027 | $1,894-45.8% | $2,521-59.3% | $2,440-57.9% |
| Participant deferral / active EE | $3,861 | $3,270+18.1% | $4,049-4.6% | $3,607+7.0% |
| Admin fee / account holder | $203 | $5,055-96.0% | $7,497-97.3% | $5,124-96.0% |