Filed December 29, 1993 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $190,557 |
BANCO POPULAR DE PUERTO RICO4+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $107,868 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.4%-47.4pp |
| Annual return | 17.27% | 7.94%+9.3pp | 12.90%+4.4pp | 12.16%+5.1pp |
| Employer contribution / active EE | $0 | $93,175-100.0% | $53,929-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |