See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RODRIGUEZ TORRES4 years Service code 27 273 AVE PONCE DE LEON AVE 1400 · SAN JUAN, PR 00917 | Advisory (Plan) | $38,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,636 |
ORIENTAL BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $29,226 |
PENSION PLUS INC4 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $10,982 |
Filed as: LEAFT HOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $9,723 |
PSV & COMPANY PSC4 years Service code 10 PO BOX 363247 · SAN JUAN, PR 009363247 | Accounting | $5,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,783 | $89,436+9.3% | $164,813-40.7% | $77,643+25.9% |
| Participation rate | 46.5% | 78.6%-32.1pp | 78.6%-32.1pp | 70.6%-24.1pp |
| Annual return | 10.88% | 28.83%-17.9pp | 69.93%-59.1pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,290 | $2,569-49.8% | $4,341-70.3% | $2,726-52.7% |
| Participant deferral / active EE | $2,457 | $4,897-49.8% | $6,031-59.3% | $4,647-47.1% |
| Admin fee / account holder | $406 | $339+19.7% | $12,690-96.8% | $430-5.6% |