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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $55,693 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $28,621 |
BPAS5 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $19,973 |
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 | $25,642 | $54,193-52.7% | $93,606-72.6% | $77,643-67.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 68.7%+24.6pp | 70.6%+22.7pp |
| Annual return | 15.16% | 30.54%-15.4pp | 133.20%-118.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,467 | $1,168+25.6% | $2,420-39.4% | $2,726-46.2% |
| Participant deferral / active EE | $1,504 | $3,144-52.2% | $4,411-65.9% | $4,647-67.6% |
| Admin fee / account holder | $163 | $576-71.6% | $8,285-98.0% | $430-62.0% |