Filed November 21, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $44,214 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $42,480 |
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 | $98,837 | $88,122+12.2% | $141,162-30.0% | $67,579+46.3% |
| Participation rate | 86.0% | 76.5%+9.5pp | 82.5%+3.5pp | 71.3%+14.7pp |
| Annual return | 28.98% | 75.40%-46.4pp | 71.39%-42.4pp | 378.56%-349.6pp |
| Employer contribution / active EE | $1,907 | $3,224-40.8% | $4,735-59.7% | $2,148-11.2% |
| Participant deferral / active EE | $7,455 | $5,958+25.1% | $6,709+11.1% | $3,539+110.6% |
| Admin fee / account holder | $122 | $131-6.7% | $10,261-98.8% | $142-14.2% |