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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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $53,657 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $29,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,477 | $101,317+23.8% | $146,958-14.6% | $74,495+68.4% |
| Participation rate | 52.4% | 75.5%-23.1pp | 82.2%-29.7pp | 67.2%-14.8pp |
| Annual return | 16.63% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $658 | $3,810-82.7% | $4,933-86.7% | $2,623-74.9% |
| Participant deferral / active EE | $4,165 | $7,303-43.0% | $8,070-48.4% | $4,346-4.2% |
| Admin fee / account holder | $333 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |