Filed August 27, 2013 (most recent of 4 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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES11+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $16,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,421 | $46,464-36.7% | $150,298-80.4% | $79,634-63.1% |
| Participation rate | 70.1% | 57.0%+13.1pp | 77.8%-7.7pp | 62.5%+7.6pp |
| Annual return | 18.13% | 27.89%-9.8pp | 62.79%-44.7pp | 36.46%-18.3pp |
| Employer contribution / active EE | $721 | $1,512-52.3% | $4,154-82.6% | $2,529-71.5% |
| Participant deferral / active EE | $1,848 | $2,157-14.3% | $5,453-66.1% | $3,835-51.8% |
| Admin fee / account holder | $71 | $891-92.0% | $14,116-99.5% | $1,002-92.9% |