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 |
|---|---|---|
BPAS5 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 19 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Securities Custodian | $9,593 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $6,650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,089 | $183,519-77.6% | $155,509-73.6% | $145,922-71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,016 | $5,313+69.7% | $4,672+93.0% | $4,660+93.5% |
| Participant deferral / active EE | $15,691 | $6,462+142.8% | $5,626+178.9% | $6,688+134.6% |
| Admin fee / account holder | $129 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |