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 |
|---|---|---|
ORIENTAL BANK2 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS2 years Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
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 | $58,112 | $71,666-18.9% | $117,854-50.7% | $69,631-16.5% |
| Participation rate | 99.2% | 77.5%+21.7pp | 79.7%+19.6pp | 70.7%+28.6pp |
| Annual return | 16.30% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $756 | $1,889-60.0% | $3,786-80.0% | $2,032-62.8% |
| Participant deferral / active EE | $2,300 | $3,340-31.1% | $4,482-48.7% | $3,224-28.6% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |