Filed February 8, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $99,914 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $68,743 |
Filed as: WILLIS TOWER WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $53,809 |
BDO USA, LLP3 years Filed as: BDO PUERTO RICO, PSC Service code 10 · EIN 66-0578857 | Accounting | $21,455 |
LANDA UMPIERRE PSC4+ years Filed as: LANDA UMPIERRE Service code 10 · EIN 30-0116076 | Accounting | $21,038 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $12,945 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -3.40% | -1.53%-1.9pp | -2.18%-1.2pp | -0.69%-2.7pp |
| Employer contribution / active EE | $8,343 | $14,498-42.5% | $38,751-78.5% | $16,786-50.3% |
| Participant deferral / active EE | $23 | $305-92.6% | $151-85.0% | $525-95.7% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |