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 | $37,387 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $18,869 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $69,784 | $55,415+25.9% | $155,509-55.1% | $74,495-6.3% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.3pp | 67.2%+32.2pp |
| Annual return | 14.65% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,087 | $2,267+124.4% | $4,672+8.9% | $2,623+93.9% |
| Participant deferral / active EE | $4,859 | $2,836+71.3% | $5,626-13.6% | $4,346+11.8% |
| Admin fee / account holder | $221 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |