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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $15,593 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $15,506 |
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 | $49,731 | $72,492-31.4% | $87,100-42.9% | $72,985-31.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.58% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $692 | $1,894-63.4% | $2,521-72.5% | $2,440-71.6% |
| Participant deferral / active EE | $1,926 | $3,270-41.1% | $4,049-52.4% | $3,607-46.6% |
| Admin fee / account holder | $257 | $5,055-94.9% | $7,497-96.6% | $5,124-95.0% |