Filed March 15, 2019
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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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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $22,628 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $21,593 |
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 | $23,182 | $40,522-42.8% | $84,611-72.6% | $67,579-65.7% |
| Participation rate | 96.9% | 51.1%+45.8pp | 68.2%+28.7pp | 71.3%+25.7pp |
| Annual return | 24.55% | 32.72%-8.2pp | 258.74%-234.2pp | 378.56%-354.0pp |
| Employer contribution / active EE | $647 | $1,146-43.5% | $2,652-75.6% | $2,148-69.9% |
| Participant deferral / active EE | $3,974 | $2,132+86.4% | $3,899+1.9% | $3,539+12.3% |
| Admin fee / account holder | $52 | $145-64.4% | $4,912-98.9% | $142-63.7% |