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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO7+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $39,250 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $16,450 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $15,934 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 28 · EIN 94-3112180 | Investment Management | $7,782 |
BPAS4 years Filed as: BPAS TRUST COMPANY Service code 14 · EIN 66-0795542 | Plan Administrator | $5,111 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 12.07% | 7.73%+4.3pp | 36.37%-24.3pp | 9.30%+2.8pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |