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 BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 25 · EIN 66-0259436 | Directed Trustee | $67,482 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $49,800 |
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS IN Service code 99 · EIN 20-8764829 | Other Fees | $28,637 |
NPPG1 year Filed as: NPPG RECORD KEEPING Service code 99 · EIN 92-1404819 | Other Fees | $14,190 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,810 | $122,693-83.9% | $184,203-89.2% | $199,593-90.1% |
| Participation rate | 96.1% | 86.8%+9.3pp | 86.8%+9.3pp | 72.0%+24.2pp |
| Annual return | 15.41% | 143.91%-128.5pp | 28.81%-13.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,032 | $4,584-55.7% | $6,427-68.4% | $3,034-33.0% |
| Participant deferral / active EE | $2,763 | $7,990-65.4% | $9,131-69.7% | $5,087-45.7% |
| Admin fee / account holder | $33 | $121-72.7% | $13,901-99.8% | $269-87.7% |