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.3+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $50,500 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $36,919 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,651 | $45,031+156.8% | $84,966+36.1% | $77,643+49.0% |
| Participation rate | 97.0% | 48.7%+48.3pp | 67.5%+29.5pp | 70.6%+26.4pp |
| Annual return | 18.64% | 79.22%-60.6pp | 66.38%-47.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $5,842 | $1,609+263.0% | $2,727+114.2% | $2,726+114.3% |
| Participant deferral / active EE | $9,743 | $2,807+247.1% | $4,519+115.6% | $4,647+109.7% |
| Admin fee / account holder | $108 | $912-88.2% | $6,149-98.2% | $430-75.0% |