Filed March 3, 2011 (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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO11+ years Service code 28 · EIN 66-0561870 | Investment Management | $150,779 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,280 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,061 | $131,799-55.2% | $200,582-70.6% | $85,563-31.0% |
| Participation rate | 91.6% | 87.9%+3.6pp | 86.9%+4.7pp | 66.0%+25.6pp |
| Annual return | 15.26% | 21.59%-6.3pp | 42.33%-27.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,649 | $4,532-19.5% | $6,419-43.1% | $2,654+37.5% |
| Participant deferral / active EE | $3,882 | $7,702-49.6% | $9,331-58.4% | $4,375-11.3% |
| Admin fee / account holder | $119 | $235-49.4% | $16,305-99.3% | $834-85.7% |