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 | $111,085 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PR Service code 25 · EIN 66-0795542 | Directed Trustee | $38,752 |
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 | $42,516 | $79,519-46.5% | $95,952-55.7% | $73,409-42.1% |
| Participation rate | 99.6% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 13.21% | 19.20%-6.0pp | 91.61%-78.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,639 | $2,048+28.9% | $2,541+3.9% | $2,234+18.1% |
| Participant deferral / active EE | $3,116 | $4,138-24.7% | $4,167-25.2% | $3,805-18.1% |
| Admin fee / account holder | $227 | $184+23.0% | $6,795-96.7% | $158+43.6% |