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 | $88,304 |
BPAS5 years Filed as: BPAS TRUST COMPANY OF PR Service code 25 · EIN 66-0795542 | Directed Trustee | $47,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,374 | $185,342-84.2% | $111,297-73.6% | $86,799-66.2% |
| Participation rate | 99.2% | 81.0%+18.2pp | 77.3%+21.9pp | 72.3%+26.9pp |
| Annual return | 13.40% | 500.80%-487.4pp | 54.65%-41.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,685 | $2,246-25.0% | $2,731-38.3% | $2,405-29.9% |
| Participant deferral / active EE | $2,057 | $4,458-53.9% | $4,487-54.2% | $4,131-50.2% |
| Admin fee / account holder | $122 | $255-52.3% | $7,964-98.5% | $170-28.1% |