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 |
|---|---|---|
ORIENTAL BANK9 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $22,205 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,363 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | Contract Administrator | $3,834 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,316 | $59,417-43.9% | $93,606-64.4% | $74,495-55.3% |
| Participation rate | 94.7% | 59.7%+35.0pp | 68.7%+26.0pp | 67.2%+27.5pp |
| Annual return | 14.92% | 81.83%-66.9pp | 133.20%-118.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $724 | $1,264-42.7% | $2,420-70.1% | $2,623-72.4% |
| Participant deferral / active EE | $2,879 | $3,050-5.6% | $4,411-34.7% | $4,346-33.8% |
| Admin fee / account holder | $139 | $3,021-95.4% | $8,285-98.3% | $1,942-92.8% |