Filed December 19, 1995 (most recent of 2 filings on file)
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 21 · EIN 66-0561870 | Bank Trustee | $42,047 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $32,500 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $15,765 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,897 | $66,310+11.4% | $93,606-21.1% | $65,185+13.4% |
| Participation rate | 88.6% | 74.0%+14.6pp | 75.8%+12.7pp | 70.2%+18.4pp |
| Annual return | 22.11% | 42.58%-20.5pp | 32.76%-10.6pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,652 | $2,012-17.9% | $2,718-39.2% | $2,177-24.1% |
| Participant deferral / active EE | $1,469 | $3,342-56.1% | $4,069-63.9% | $3,514-58.2% |
| Admin fee / account holder | $284 | $6,897-95.9% | $7,888-96.4% | $847-66.5% |