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 72 | Other investment fees and expenses | $10,870 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $3,053 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,946 | $89,652-51.0% | $141,162-68.9% | $65,185-32.6% |
| Participation rate | 90.8% | 74.7%+16.1pp | 82.5%+8.3pp | 70.2%+20.6pp |
| Annual return | 21.27% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,248 | $3,065-59.3% | $4,735-73.6% | $2,177-42.7% |
| Participant deferral / active EE | $2,657 | $5,691-53.3% | $6,709-60.4% | $3,514-24.4% |
| Admin fee / account holder | $15 | $569-97.4% | $10,261-99.9% | $847-98.2% |