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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $95,238 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $17,220 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $5,192 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,415 | $81,908-40.9% | $90,749-46.7% | $64,808-25.3% |
| Participation rate | 93.4% | 80.5%+13.0pp | 75.7%+17.7pp | 71.5%+22.0pp |
| Annual return | -13.75% | -12.53%-1.2pp | -12.16%-1.6pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,200 | $3,065-28.2% | $2,921-24.7% | $2,506-12.2% |
| Participant deferral / active EE | $1,830 | $4,840-62.2% | $4,564-59.9% | $4,310-57.5% |
| Admin fee / account holder | $158 | $157+0.3% | $8,445-98.1% | $188-16.0% |