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 BANK7 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS7 years Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,883 | $71,142-13.0% | $119,609-48.3% | $64,808-4.5% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+20.0pp | 71.5%+27.8pp |
| Annual return | -16.09% | -10.01%-6.1pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $806 | $2,497-67.7% | $4,232-81.0% | $2,506-67.8% |
| Participant deferral / active EE | $2,835 | $4,490-36.9% | $5,602-49.4% | $4,310-34.2% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |