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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 72 | Other investment fees and expenses | $23,255 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,983 | $56,485-82.3% | $185,823-94.6% | $86,799-88.5% |
| Participation rate | 87.0% | 65.5%+21.5pp | 81.7%+5.3pp | 72.3%+14.7pp |
| Annual return | 14.95% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-83.0pp |
| Employer contribution / active EE | $456 | $1,843-75.2% | $5,167-91.2% | $2,405-81.0% |
| Participant deferral / active EE | $1,132 | $2,553-55.7% | $5,568-79.7% | $4,131-72.6% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |