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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $64,603 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $37,928 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $11,378 |
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 | $58,928 | $84,784-30.5% | $98,439-40.1% | $74,419-20.8% |
| Participation rate | 86.2% | 81.5%+4.7pp | 75.2%+11.1pp | 70.7%+15.5pp |
| Annual return | 15.06% | 20.59%-5.5pp | 21.16%-6.1pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,925 | $3,364-42.8% | $3,048-36.8% | $2,637-27.0% |
| Participant deferral / active EE | $1,615 | $5,218-69.1% | $4,738-65.9% | $4,528-64.3% |
| Admin fee / account holder | $161 | $204-21.3% | $8,948-98.2% | $348-53.7% |