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 |
|---|---|---|
EDUARDO MELENDEZ1 year Filed as: EDUARDO L RODRIGUEZ TORRES Service code 53 273 PONCE DE LEON AVE STE 1400 · SAN JUAN, PR 00917 | Insurance Commissions | $151,800 |
Filed as: MASSMUTUAL MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $53,866 |
ORIENTAL BANK2 years Service code 15 · EIN 66-0259436 | Recordkeeping | $24,800 |
ALBERTO R. LAZARO, PSC1 year Filed as: ALBERTO ENRIQUE DEL RIO JIMENEZ Service code 53 304 AVE PONCE DE LEON STE1-109 · SAN JUAN, PR 00918 | Insurance Commissions | $15,180 |
Filed as: A&A EMPLOYEE BENEFITS CONSULTING Service code 13 | Contract Administrator | $7,331 |
FERNANDO RODRIGUEZ1 year Filed as: FERNANDO F LOPEZ GARCIA Service code 53 273 AVE PONCE DE LEON STE 1400 · SAN JUAN, PR 00917 | Insurance Commissions | $6,900 |
Filed as: A&A EMPLOYEE BENEFITS CONSULTING CO Service code 13 · EIN 66-0599823 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,100 | $81,474-11.5% | $133,956-46.2% | $73,488-1.9% |
| Participation rate | 94.8% | 76.4%+18.4pp | 79.8%+14.9pp | 70.7%+24.1pp |
| Annual return | 10.93% | 19.40%-8.5pp | 45.09%-34.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,812 | $2,209-18.0% | $3,919-53.8% | $2,270-20.2% |
| Participant deferral / active EE | $3,056 | $3,786-19.3% | $5,048-39.5% | $3,740-18.3% |
| Admin fee / account holder | $329 | $713-53.8% | $8,927-96.3% | $513-35.8% |