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 4-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $20,261 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $14,043 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $14,039 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $65,553 | $110,809-40.8% | $86,874-24.5% | $167,490-60.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 71.6%+18.4pp | 82.1%+7.9pp |
| Annual return | 12.11% | 116.98%-104.9pp | 63.52%-51.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,747 | $3,244-46.1% | $2,495-30.0% | $4,837-63.9% |
| Participant deferral / active EE | $4,425 | $4,546-2.7% | $3,699+19.6% | $6,341-30.2% |
| Admin fee / account holder | $343 | $8,415-95.9% | $5,828-94.1% | $12,309-97.2% |