See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK2 years Filed as: ORIENTAL BANK AND TRUST Service code 24 · EIN 66-0259436 | Discretionary Trustee | $26,585 |
ORIENTAL PENSION CONSULTANTS5+ years Service code 24 · EIN 59-2356441 | Discretionary Trustee | $24,105 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,880 | $69,231-56.8% | $91,989-67.5% | $67,579-55.8% |
| Participation rate | 93.3% | 78.9%+14.3pp | 78.6%+14.6pp | 71.3%+22.0pp |
| Annual return | 15.35% | 32.03%-16.7pp | 69.02%-53.7pp | 378.56%-363.2pp |
| Employer contribution / active EE | $2,654 | $2,284+16.2% | $3,452-23.1% | $2,148+23.6% |
| Participant deferral / active EE | $2,758 | $5,854-52.9% | $5,923-53.4% | $3,539-22.1% |
| Admin fee / account holder | $46 | $107-56.8% | $7,743-99.4% | $142-67.4% |