See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARIBBEAN ACCOUNTING SERVICES INC1+ years Filed as: CARIBBEAN PENSION CONSULTANTS Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
ORIENTAL BANK1+ years Filed as: ORIENTAL BANK AND TRUST Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,944 | $57,096-24.8% | $94,224-54.4% | $55,191-22.2% |
| Participation rate | 99.1% | 75.7%+23.4pp | 78.8%+20.3pp | 69.2%+29.9pp |
| Annual return | -0.23% | 159.65%-159.9pp | 10.68%-10.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $664 | $1,708-61.1% | $3,587-81.5% | $1,899-65.0% |
| Participant deferral / active EE | $2,070 | $3,165-34.6% | $4,320-52.1% | $3,046-32.1% |
| Admin fee / account holder | $6 | $89-93.6% | $6,269-99.9% | $91-93.7% |