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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO7+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $24,170 |
T ROWE PRICE RPS INC7+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,652 | $87,733+99.1% | $106,548+63.9% | $85,850+103.4% |
| Participation rate | 89.7% | 71.9%+17.7pp | 76.1%+13.5pp | 69.3%+20.3pp |
| Annual return | 13.05% | 21.86%-8.8pp | 26.80%-13.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $10,330 | $2,073+398.3% | $2,819+266.5% | $2,565+302.7% |
| Participant deferral / active EE | $10,697 | $3,469+208.3% | $4,398+143.2% | $3,952+170.7% |
| Admin fee / account holder | $179 | $6,767-97.4% | $7,407-97.6% | $6,260-97.1% |