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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,162 |
Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,012 | $53,822-59.1% | $75,696-70.9% | $85,850-74.4% |
| Participation rate | 98.9% | 69.1%+29.8pp | 74.8%+24.1pp | 69.3%+29.6pp |
| Annual return | 10.22% | 24.54%-14.3pp | 104.53%-94.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $456 | $2,017-77.4% | $2,743-83.4% | $2,565-82.2% |
| Participant deferral / active EE | $930 | $2,895-67.9% | $3,821-75.7% | $3,952-76.5% |
| Admin fee / account holder | $11 | $3,343-99.7% | $3,619-99.7% | $6,260-99.8% |