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 |
|---|---|---|
RODRIGUEZ TORRES2 years Service code 27 273 AVE PONCE DE LEON AVE 1400 · SAN JUAN, PR 00917 | Advisory (Plan) | $35,734 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,248 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $20,012 |
Filed as: LEAFT HOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $8,934 |
PENSION PLUS INC2 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $8,934 |
PSV & COMPANY PSC2 years Service code 10 PO BOX 363247 · SAN JUAN, PR 009363247 | Accounting | $5,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,366 | $86,655-22.3% | $119,609-43.7% | $66,914+0.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.36% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,861 | $2,536-26.6% | $4,232-56.0% | $2,544-26.9% |
| Participant deferral / active EE | $3,131 | $4,358-28.2% | $5,602-44.1% | $4,237-26.1% |
| Admin fee / account holder | $310 | $755-58.9% | $10,323-97.0% | $593-47.7% |