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 BANK3 years Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $4,271 |
Filed as: EMPOWER ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,866 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $1,152 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,863 | $138,347-68.3% | $184,203-76.2% | $80,856-45.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.6%-67.6pp |
| Annual return | 13.15% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,983 | $7,071-72.0% | $9,131-78.3% | $4,296-53.8% |
| Admin fee / account holder | $3,190 | $10,483-69.6% | $13,901-77.1% | $6,918-53.9% |