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 |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $50,500 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,428 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $30,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,989 | $40,385+155.0% | $80,569+27.8% | $74,419+38.4% |
| Participation rate | 97.6% | 47.4%+50.2pp | 67.0%+30.6pp | 70.7%+26.9pp |
| Annual return | 21.64% | 164.85%-143.2pp | 935.43%-913.8pp | 34.38%-12.7pp |
| Employer contribution / active EE | $5,747 | $1,496+284.1% | $2,723+111.0% | $2,637+117.9% |
| Participant deferral / active EE | $9,745 | $2,674+264.4% | $4,447+119.1% | $4,528+115.2% |
| Admin fee / account holder | $101 | $720-86.0% | $5,377-98.1% | $348-71.0% |