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 BANK5 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS5 years Service code 15 · EIN 59-2356441 | Recordkeeping | $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 | $68,517 | $78,419-12.6% | $133,956-48.9% | $73,409-6.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | 13.42% | 33.35%-19.9pp | 45.09%-31.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $818 | $2,044-60.0% | $3,919-79.1% | $2,234-63.4% |
| Participant deferral / active EE | $2,717 | $3,925-30.8% | $5,048-46.2% | $3,805-28.6% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |