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 |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: KEVANE GRANT THORNTON LLP Service code 10 33 BOLIVIA STREET STE 400 · SAN JUAN, PR 00917 | Accounting | $10,920 |
COSULTIVA INTERNATIONAL, INC2+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $10,377 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,263 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,594 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,055 | $52,467-54.2% | $57,179-57.9% | $55,167-56.4% |
| Participation rate | 82.8% | 75.8%+6.9pp | 75.3%+7.4pp | 69.0%+13.8pp |
| Annual return | 6.45% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $886 | $2,477-64.2% | $2,682-67.0% | $1,963-54.9% |
| Participant deferral / active EE | $996 | $2,830-64.8% | $3,096-67.8% | $3,054-67.4% |
| Admin fee / account holder | $222 | $269-17.4% | $3,139-92.9% | $504-55.9% |