Filed February 8, 2022
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 RICO3 years Service code 72 | Other investment fees and expenses | $33,262 |
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $18,534 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,975 | $100,227-70.1% | $169,993-82.4% | $74,419-59.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 14.24% | 66.08%-51.8pp | 53.37%-39.1pp | 34.38%-20.1pp |
| Employer contribution / active EE | $1,841 | $4,263-56.8% | $6,785-72.9% | $2,637-30.2% |
| Participant deferral / active EE | $2,657 | $7,143-62.8% | $10,408-74.5% | $4,528-41.3% |
| Admin fee / account holder | $33 | $234-85.8% | $12,815-99.7% | $348-90.4% |