Filed September 18, 1992
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 |
|---|---|---|
Filed as: POPULAR, INC Service code 21 · EIN 66-0561870 | Bank Trustee | $1,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,331 | $43,504+107.6% | $68,793+31.3% | $56,287+60.5% |
| Participation rate | 99.1% | 67.8%+31.2pp | 72.2%+26.9pp | 69.9%+29.2pp |
| Annual return | -4.88% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,686 | $1,525+272.8% | $2,625+116.6% | $2,111+169.3% |
| Participant deferral / active EE | $4,574 | $2,509+82.3% | $3,311+38.1% | $3,350+36.5% |
| Admin fee / account holder | $727 | $515+41.1% | $5,131-85.8% | $521+39.5% |