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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.
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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 | $15,206 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430 | Investment Management | $10,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,781 | $56,503+0.5% | $70,092-19.0% | $64,808-12.4% |
| Participation rate | 59.3% | 70.5%-11.2pp | 70.5%-11.2pp | 71.5%-12.2pp |
| Annual return | -15.66% | -13.44%-2.2pp | 190.73%-206.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $728 | $2,046-64.4% | $2,559-71.5% | $2,506-70.9% |
| Participant deferral / active EE | $989 | $3,389-70.8% | $3,849-74.3% | $4,310-77.0% |
| Admin fee / account holder | $103 | $160-35.5% | $6,267-98.3% | $188-44.9% |