Filed October 24, 2016
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 3-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+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $63,754 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $25,250 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,563 | $34,677+149.6% | $77,024+12.4% | $64,808+33.6% |
| Participation rate | 97.3% | 49.8%+47.5pp | 67.9%+29.4pp | 71.5%+25.9pp |
| Annual return | -17.60% | -5.33%-12.3pp | 42.32%-59.9pp | 32.82%-50.4pp |
| Employer contribution / active EE | $5,015 | $1,370+266.1% | $2,812+78.3% | $2,506+100.1% |
| Participant deferral / active EE | $8,651 | $2,556+238.4% | $4,426+95.4% | $4,310+100.7% |
| Admin fee / account holder | $94 | $179-47.4% | $5,425-98.3% | $188-50.0% |