See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $43,051 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $34,661 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,602 | $53,345+15.5% | $121,098-49.1% | $74,419-17.2% |
| Participation rate | 55.3% | 60.0%-4.7pp | 69.5%-14.1pp | 70.7%-15.4pp |
| Annual return | 16.34% | 35.15%-18.8pp | 985.75%-969.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,897 | $1,898-0.1% | $4,164-54.4% | $2,637-28.1% |
| Participant deferral / active EE | $2,330 | $3,221-27.6% | $4,080-42.9% | $4,528-48.5% |
| Admin fee / account holder | $140 | $382-63.3% | $5,644-97.5% | $348-59.7% |