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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 | $14,625 |
PNC BANK, N.A.5+ years Filed as: PNC, BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $7,544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,681 | $89,355-82.5% | $141,162-88.9% | $72,985-78.5% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 21.20% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,150 | $3,114-63.1% | $4,735-75.7% | $2,440-52.8% |
| Participant deferral / active EE | $1,660 | $5,418-69.4% | $6,709-75.2% | $3,607-54.0% |
| Admin fee / account holder | $194 | $5,958-96.7% | $10,261-98.1% | $5,124-96.2% |