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 8-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $39,500 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PR Service code 19 · EIN 66-0785542 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,580 | $82,202-85.9% | $125,339-90.8% | $64,808-82.1% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -16.25% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,314 | $3,615-63.7% | $4,814-72.7% | $2,506-47.6% |
| Participant deferral / active EE | $2,259 | $7,175-68.5% | $7,446-69.7% | $4,310-47.6% |
| Admin fee / account holder | $93 | $163-42.9% | $10,010-99.1% | $188-50.4% |