Filed August 8, 2005 (most recent of 3 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 RICO2+ years Service code 21 · EIN 66-0175278 | Bank Trustee | $69,665 |
Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $51,387 |
MPC CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 27-2136582 | Advisory (Plan) | $25,426 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $24,837 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 27 8889 PELICAN BAY BLVD. · NAPLES, FL 34108 | Advisory (Plan) | $8,208 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 3.97% | 4.80%-0.8pp | 7.98%-4.0pp | 4.56%-0.6pp |
| Employer contribution / active EE | $16,099 | $12,906+24.7% | $23,724-32.1% | $15,526+3.7% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |