Filed February 21, 2019
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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $112,051 |
Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $59,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,945 | $88,982-51.7% | $102,438-58.1% | $77,671-44.7% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.3pp |
| Annual return | 13.52% | 25.01%-11.5pp | 29.37%-15.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $2,682 | $2,698-0.6% | $3,024-11.3% | $2,726-1.6% |
| Participant deferral / active EE | $2,973 | $5,144-42.2% | $5,054-41.2% | $4,648-36.0% |
| Admin fee / account holder | $191 | $236-18.8% | $9,448-98.0% | $430-55.6% |