Filed November 8, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: BANCO POPULAR Service code 15 · EIN 66-0531870 | Recordkeeping | $6,561 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $748 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $185 |
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 | $83,419 | $64,480+29.4% | $81,382+2.5% | $80,856+3.2% |
| Participation rate | 97.1% | 63.9%+33.3pp | 69.5%+27.7pp | 67.6%+29.5pp |
| Annual return | 11.59% | 16.34%-4.8pp | 24.73%-13.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,997 | $1,978+51.5% | $2,463+21.7% | $2,755+8.8% |
| Participant deferral / active EE | $5,309 | $3,094+71.6% | $3,883+36.7% | $4,296+23.6% |
| Admin fee / account holder | $1,427 | $5,671-74.8% | $5,768-75.3% | $6,918-79.4% |