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 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,839 | $57,976-55.4% | $62,995-59.0% | $62,292-58.5% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 11.54% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $722 | $2,415-70.1% | $2,759-73.8% | $2,042-64.6% |
| Participant deferral / active EE | $1,184 | $2,956-60.0% | $3,329-64.4% | $3,169-62.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |