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 | $97,673 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $47,617 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,619 | $99,078-66.1% | $96,544-65.2% | $74,419-54.8% |
| Participation rate | 99.8% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 18.20% | 22.48%-4.3pp | 25.84%-7.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,844 | $2,570+10.7% | $2,965-4.1% | $2,637+7.8% |
| Participant deferral / active EE | $2,981 | $4,933-39.6% | $4,851-38.6% | $4,528-34.2% |
| Admin fee / account holder | $141 | $225-37.4% | $8,252-98.3% | $348-59.6% |