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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.
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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK4 years Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $5,488 |
Filed as: EMPOWER ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,634 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $1,302 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,788 | $148,978-83.4% | $200,582-87.6% | $84,808-70.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.19% | 28.16%-15.0pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,356 | $4,815-71.8% | $6,419-78.9% | $2,631-48.5% |
| Participant deferral / active EE | $2,182 | $7,142-69.4% | $9,331-76.6% | $4,212-48.2% |
| Admin fee / account holder | $1,316 | $13,977-90.6% | $16,305-91.9% | $7,344-82.1% |