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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,011 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,460 |
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 | $41,677 | $54,701-23.8% | $86,188-51.6% | $71,457-41.7% |
| Participation rate | 86.7% | 60.1%+26.6pp | 69.0%+17.7pp | 67.9%+18.7pp |
| Annual return | 16.02% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,607 | $1,265+106.1% | $2,380+9.5% | $2,588+0.8% |
| Participant deferral / active EE | $2,649 | $3,108-14.8% | $3,985-33.5% | $4,289-38.2% |
| Admin fee / account holder | $147 | $1,922-92.3% | $6,852-97.8% | $1,587-90.7% |