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.
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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 |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Service code 28 CITIVIEW PLAZA, TORRE 1 · GUAYNABO, PR 00968 | Investment Management | $25,703 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $12,086 |
BPAS2+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 15 · EIN 66-0795542 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,214 | $63,299-58.6% | $91,001-71.2% | $62,292-57.9% |
| Participation rate | 68.8% | 73.3%-4.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 13.42% | 20.99%-7.6pp | 4.60%+8.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $769 | $2,943-73.9% | $3,547-78.3% | $3,169-75.7% |
| Admin fee / account holder | $288 | $468-38.3% | $5,417-94.7% | $479-39.8% |