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 | $53,973 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $32,500 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,566 |
REICHARD & ESCALERA LLC1 year Service code 29 255 PONCE DE LEON AVENUE · SAN JUAN, PR 009171913 | Legal | $5,363 |
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 | $73,174 | $70,908+3.2% | $98,907-26.0% | $73,488-0.4% |
| Participation rate | 86.9% | 73.8%+13.1pp | 76.0%+10.8pp | 70.7%+16.2pp |
| Annual return | 11.55% | 34.17%-22.6pp | 196.43%-184.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,569 | $2,036-22.9% | $2,689-41.6% | $2,270-30.9% |
| Participant deferral / active EE | $1,474 | $3,500-57.9% | $4,244-65.3% | $3,740-60.6% |
| Admin fee / account holder | $41 | $535-92.3% | $6,642-99.4% | $513-92.0% |