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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $17,539 |
PNC BANK, N.A.3 years Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $15,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,489 | $52,953+27.4% | $172,739-60.9% | $65,185+3.5% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.3pp | 70.2%-22.8pp |
| Annual return | 27.33% | 30.12%-2.8pp | 802.84%-775.5pp | 29.38%-2.1pp |
| Employer contribution / active EE | $1,184 | $2,190-45.9% | $5,143-77.0% | $2,177-45.6% |
| Participant deferral / active EE | $2,247 | $2,471-9.0% | $5,198-56.8% | $3,514-36.0% |
| Admin fee / account holder | $315 | $472-33.3% | $13,954-97.7% | $847-62.8% |