Filed August 11, 2023 (most recent of 4 filings on file)
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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $72,866 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 59 | Shareholder Servicing | $0 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIOINAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,349 | $79,519-15.3% | $95,952-29.8% | $73,409-8.3% |
| Participation rate | 96.3% | 81.2%+15.1pp | 77.1%+19.2pp | 72.2%+24.1pp |
| Annual return | 15.32% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,511 | $2,048-26.2% | $2,541-40.5% | $2,234-32.3% |
| Participant deferral / active EE | $3,990 | $4,138-3.6% | $4,167-4.2% | $3,805+4.9% |
| Admin fee / account holder | $91 | $184-50.6% | $6,795-98.7% | $158-42.3% |