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 15 · EIN 27-2037969 | Recordkeeping | $15,791 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $6,797 |
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 | $42,512 | $59,417-28.5% | $93,606-54.6% | $74,495-42.9% |
| Participation rate | 91.2% | 59.7%+31.6pp | 68.7%+22.5pp | 67.2%+24.0pp |
| Annual return | 11.81% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,845 | $1,264+46.0% | $2,420-23.8% | $2,623-29.7% |
| Participant deferral / active EE | $2,527 | $3,050-17.1% | $4,411-42.7% | $4,346-41.8% |
| Admin fee / account holder | $168 | $3,021-94.4% | $8,285-98.0% | $1,942-91.4% |