Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $103,475 |
Filed as: WILLIS TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $62,277 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $53,652 |
LANDA UMPIERRE PSC3 years Filed as: LANDA UMPIERRE, PSC Service code 10 · EIN 30-0116076 | Accounting | $21,755 |
BDO USA, LLP4 years Filed as: BDO PUERTO RICO, PSC Service code 10 · EIN 66-0578857 | Accounting | $17,800 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $17,571 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $12,797 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 19.07% | 18.13%+0.9pp | 14.64%+4.4pp | 16.32%+2.7pp |
| Employer contribution / active EE | $10,989 | $23,138-52.5% | $41,831-73.7% | $17,007-35.4% |
| Participant deferral / active EE | $23 | $160-85.7% | $200-88.6% | $406-94.4% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |