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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $6,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,576 | $60,323+70.0% | $81,812+25.4% | $74,495+37.7% |
| Participation rate | 99.4% | 62.9%+36.6pp | 72.3%+27.1pp | 67.2%+32.2pp |
| Annual return | 11.13% | 16.90%-5.8pp | 773.79%-762.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,247 | $2,620-14.3% | $2,912-22.9% | $2,623-14.3% |
| Participant deferral / active EE | $3,787 | $3,387+11.8% | $4,319-12.3% | $4,346-12.9% |
| Admin fee / account holder | $29 | $1,486-98.1% | $7,386-99.6% | $1,942-98.5% |