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 9-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 |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $120,620 |
JOHANNY M. MEJIAS NAVARRO6+ years Service code 30 · EIN 66-0344357 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $29,264 |
LUIS CANDELARIO ROSARIO3 years Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $25,448 |
Filed as: AQUINO, DE CORDOVA, ALFARO & CO. Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $22,120 |
MILITZA R. SANTIAGO MOLINA3 years Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY A 23 · GUAYNABO, PR 00968 | Contract Administrator | $15,258 |
ENRIQUE MELENDEZ6+ years Service code 49 · EIN 66-0344357 BO EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,800 |
MIRIANGELIE CLAUDIO1 year Service code 13 · EIN 66-0344357 BARRIO OBRERO · SAN JUAN, PR 00915 | Contract Administrator | $5,420 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 46.24% | 11.99%+34.3pp | 8.95%+37.3pp | 18.34%+27.9pp |
| Employer contribution / active EE | $2,456 | $18,406-86.7% | $46,559-94.7% | $14,665-83.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |