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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,506 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $26,746 |
RODRIGUEZ TORRES2 years Service code 27 273 PONCE DE LEON AVE. · BOCA RATON, PR 00917 | Advisory (Plan) | $15,499 |
MMLIS2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $9,543 |
ORIENTAL PENSION CONSULTANTS4 years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $45 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,822 | $93,571+3.5% | $135,903-28.8% | $75,163+28.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 16.95% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $882 | $3,537-75.1% | $4,856-81.8% | $2,670-67.0% |
| Participant deferral / active EE | $4,355 | $6,404-32.0% | $7,758-43.9% | $4,125+5.6% |
| Admin fee / account holder | $575 | $6,975-91.8% | $10,762-94.7% | $5,651-89.8% |