Filed March 4, 2022
Total covered: 25 employees
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 3-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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $4,820 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,579 |
FIDUCIENT ADVISORS LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $544 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,537 | $80,968-62.3% | $96,544-68.4% | $75,163-59.4% |
| Participation rate | 78.8% | 71.8%+7.1pp | 76.0%+2.9pp | 67.2%+11.7pp |
| Annual return | 15.46% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,013 | $2,282-11.8% | $2,965-32.1% | $2,670-24.6% |
| Participant deferral / active EE | $2,909 | $3,928-25.9% | $4,851-40.0% | $4,125-29.5% |
| Admin fee / account holder | $2,488 | $6,724-63.0% | $8,252-69.8% | $5,651-56.0% |