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 |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,625 |
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 | $73,799 | $75,963-2.8% | $97,995-24.7% | $70,131+5.2% |
| Participation rate | 97.3% | 77.0%+20.3pp | 82.4%+14.9pp | 69.5%+27.8pp |
| Annual return | 23.36% | 19.26%+4.1pp | 23.94%-0.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,506 | $3,278-54.0% | $4,158-63.8% | $2,342-35.7% |
| Participant deferral / active EE | $3,457 | $4,053-14.7% | $5,097-32.2% | $3,332+3.8% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |