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 SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $15,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,545 | $50,815-59.6% | $155,509-86.8% | $77,643-73.5% |
| Participation rate | 70.5% | 63.1%+7.4pp | 78.2%-7.7pp | 70.6%-0.1pp |
| Annual return | 14.41% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $761 | $1,993-61.8% | $4,672-83.7% | $2,726-72.1% |
| Participant deferral / active EE | $1,779 | $2,822-37.0% | $5,626-68.4% | $4,647-61.7% |
| Admin fee / account holder | $60 | $437-86.4% | $15,912-99.6% | $430-86.2% |