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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $24,958 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $22,899 |
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 | $72,449 | $65,376+10.8% | $87,100-16.8% | $65,185+11.1% |
| Participation rate | 90.1% | 75.3%+14.8pp | 76.9%+13.3pp | 70.2%+19.9pp |
| Annual return | 21.61% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $789 | $1,822-56.7% | $2,521-68.7% | $2,177-63.7% |
| Participant deferral / active EE | $4,803 | $3,388+41.7% | $4,049+18.6% | $3,514+36.7% |
| Admin fee / account holder | $214 | $520-58.9% | $7,497-97.2% | $847-74.8% |