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: THE 401K COMPANY OF PUERTO RICO Service code 13 · EIN 66-0708309 | Contract Administrator | $18,841 |
Filed as: AQUINO DE CORDOVA, LLC Service code 10 · EIN 66-0546035 | Accounting | $17,600 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 55 | Other Commissions | $6,870 |
LUIS CANDELARIO ROSARIO2 years Service code 99 HC 71 BOX 7224 · CAYEY, PR 00736 | Other Fees | $4,800 |
Service code 13 | Contract Administrator | $1,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 99 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $32 |
NATIONWIDE3 years Filed as: NATIONWIDE PLANNING ASSOCIATES INC Service code 55 115 W CENTURY RD SUITE 360 · PARAMUS, NJ 07652 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,150 | $55,416-87.1% | $75,972-90.6% | $77,643-90.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 7.03% | 17.07%-10.0pp | 359.55%-352.5pp | 31.24%-24.2pp |
| Employer contribution / active EE | $772 | $1,788-56.8% | $2,685-71.3% | $2,726-71.7% |
| Participant deferral / active EE | $399 | $3,447-88.4% | $4,255-90.6% | $4,647-91.4% |
| Admin fee / account holder | $185 | $414-55.3% | $6,467-97.1% | $430-57.0% |