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 BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 99 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $9,487 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $447 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | Recordkeeping Fees | $0 |
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 | $23,777 | $49,138-51.6% | $84,015-71.7% | $65,185-63.5% |
| Participation rate | 85.1% | 60.7%+24.3pp | 69.0%+16.1pp | 70.2%+14.9pp |
| Annual return | 17.92% | 23.00%-5.1pp | 71.31%-53.4pp | 29.38%-11.5pp |
| Employer contribution / active EE | $600 | $914-34.4% | $1,983-69.8% | $2,177-72.4% |
| Participant deferral / active EE | $2,308 | $2,397-3.7% | $3,239-28.7% | $3,514-34.3% |
| Admin fee / account holder | $101 | $543-81.4% | $6,101-98.3% | $847-88.1% |