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 |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 64 · EIN 66-0561870 | Recordkeeping Fees | $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 | $26,211 | $52,467-50.0% | $57,179-54.2% | $55,167-52.5% |
| Participation rate | 98.0% | 75.8%+22.1pp | 75.3%+22.6pp | 69.0%+29.0pp |
| Annual return | 5.90% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $838 | $2,477-66.2% | $2,682-68.8% | $1,963-57.3% |
| Participant deferral / active EE | $1,321 | $2,830-53.3% | $3,096-57.3% | $3,054-56.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |