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 TORRES5 years Service code 27 273 AVE PONCE DE LEON AVE 1400 · SAN JUAN, PR 00917 | Advisory (Plan) | $40,820 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,113 |
ORIENTAL BANK5 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $30,512 |
PENSION PLUS INC5 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $25,206 |
PSV & COMPANY PSC5 years Service code 10 PO BOX 363247 · SAN JUAN, PR 009363247 | Accounting | $17,680 |
Filed as: LEAFT HOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $10,205 |
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 | $111,238 | $96,484+15.3% | $156,263-28.8% | $74,304+49.7% |
| Participation rate | 82.5% | 67.7%+14.9pp | 78.9%+3.6pp | 60.3%+22.2pp |
| Annual return | 12.30% | 17.73%-5.4pp | 59.47%-47.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $2,268 | $2,528-10.3% | $4,333-47.7% | $2,241+1.2% |
| Participant deferral / active EE | $4,347 | $4,286+1.4% | $6,158-29.4% | $3,767+15.4% |
| Admin fee / account holder | $456 | $3,728-87.8% | $14,255-96.8% | $2,969-84.6% |