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 10-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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $58,615 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 26 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $24,287 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,885 | $47,898+27.1% | $117,472-48.2% | $64,808-6.1% |
| Participation rate | 50.3% | 61.9%-11.5pp | 70.6%-20.2pp | 71.5%-21.1pp |
| Annual return | -15.07% | -15.54%+0.5pp | 29.74%-44.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,027 | $1,774+14.3% | $4,176-51.5% | $2,506-19.1% |
| Participant deferral / active EE | $2,347 | $3,151-25.5% | $4,070-42.3% | $4,310-45.6% |
| Admin fee / account holder | $166 | $132+26.1% | $5,645-97.1% | $188-11.5% |