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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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $23,001 |
FINANXIAL, CORP.1+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $697 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Annual investment return 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).
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 | $23,176 | $54,573-57.5% | $90,951-74.5% | $73,488-68.5% |
| Participation rate | 89.0% | 61.2%+27.9pp | 69.0%+20.0pp | 70.7%+18.4pp |
| Annual return | 7.69% | 16.69%-9.0pp | 134.60%-126.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $374 | $991-62.2% | $2,122-82.4% | $2,270-83.5% |
| Participant deferral / active EE | $2,928 | $2,517+16.3% | $3,373-13.2% | $3,740-21.7% |
| Admin fee / account holder | $71 | $521-86.4% | $5,959-98.8% | $513-86.1% |