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 | $86,996 |
RODRIGUEZ TORRES3 years Service code 27 273 PONCE DE LEON AVE · HATO REY, PR 00917 | Advisory (Plan) | $19,320 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $19,102 |
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $11,731 |
ORIENTAL PENSION CONSULTANTS6 years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,852 | $101,317+21.3% | $146,958-16.4% | $74,495+64.9% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 13.58% | 8730.91%-8717.3pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,692 | $3,810+49.4% | $4,933+15.4% | $2,623+117.0% |
| Participant deferral / active EE | $4,473 | $7,303-38.7% | $8,070-44.6% | $4,346+2.9% |
| Admin fee / account holder | $587 | $1,739-66.2% | $12,998-95.5% | $1,942-69.8% |