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 |
|---|---|---|
ORIENTAL BANK1 year Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $57,603 |
ORIENTAL PENSION CONSULTANTS2 years Service code 15 · EIN 59-2356441 | Recordkeeping | $40,757 |
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 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 | $6,560 | $23,119-71.6% | $71,086-90.8% | $75,289-91.3% |
| Participation rate | 80.3% | 36.3%+43.9pp | 54.7%+25.6pp | 72.4%+7.8pp |
| Annual return | -8.74% | -3.32%-5.4pp | 650.59%-659.3pp | -0.04%-8.7pp |
| Employer contribution / active EE | $288 | $399-27.9% | $1,088-73.6% | $2,405-88.0% |
| Participant deferral / active EE | $496 | $960-48.3% | $1,874-73.5% | $3,739-86.7% |
| Admin fee / account holder | $44 | $89-51.3% | $3,082-98.6% | $102-57.4% |