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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $51,747 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $42,629 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,474 | $62,544+6.3% | $129,207-48.6% | $199,593-66.7% |
| Participation rate | 32.4% | 56.8%-24.4pp | 69.6%-37.3pp | 72.0%-39.6pp |
| Annual return | 15.18% | 16.95%-1.8pp | 9417.33%-9402.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $423 | $2,394-82.3% | $4,153-89.8% | $3,034-86.1% |
| Participant deferral / active EE | $2,302 | $3,123-26.3% | $4,168-44.8% | $5,087-54.8% |
| Admin fee / account holder | $152 | $167-9.1% | $7,715-98.0% | $269-43.5% |