See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MD SASS10+ years Service code 27 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $297,254 |
OSCAR RODRIGUEZ CORDOVA2 years Service code 14 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $78,185 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $54,079 |
CROWE LLP10+ years Filed as: CROWE PR PSC Service code 10 · EIN 66-0539048 100 CARR 165 · GUAYNABO, PR 00968 | Accounting | $35,000 |
LUIS CANDELARIO ROSARIO6 years Filed as: LUIS SIERRA Service code 10 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $34,230 |
LOU ANN MATHEWS DIAZ10+ years Service code 15 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Recordkeeping | $26,281 |
TRUCKER HUSS5 years Filed as: TRUCKER HUSS A PROFESSIONAL COMPANY Service code 29 · EIN 94-3216063 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Legal | $24,238 |
MENDOZA LAW OFFICES8 years Service code 29 · EIN 58-3767536 CENTRO DE SEGUROS · SAN JUAN, PR 00901 | Legal | $13,688 |
RAFAEL CORTINA-YACE10+ years Service code 14 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $13,000 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Direct payment from the plan; Custodi... | $11,999 |
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | - |
| Annual return | 6.55% | 67.60%-61.1pp | 44.37%-37.8pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $36,004-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $159-100.0% | - |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |