Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $88,437 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PR Service code 25 · EIN 66-0795542 | Directed Trustee | $34,774 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,517 | $69,305-50.2% | $82,313-58.1% | $69,631-50.4% |
| Participation rate | 99.5% | 80.3%+19.2pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 263.59% | 21.47%+242.1pp | 25.88%+237.7pp | 27571.02%-27307.4pp |
| Employer contribution / active EE | $2,203 | $1,887+16.8% | $2,428-9.3% | $2,032+8.4% |
| Participant deferral / active EE | $2,320 | $3,568-35.0% | $3,706-37.4% | $3,224-28.0% |
| Admin fee / account holder | $186 | $97+91.2% | $5,608-96.7% | $110+68.3% |