Filed August 5, 2006
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: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $18,004 |
Participant contribution per participant 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 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 | $9,313 | $68,413-86.4% | $123,104-92.4% | $55,191-83.1% |
| Participation rate | 91.1% | 84.5%+6.5pp | 86.8%+4.3pp | 69.2%+21.9pp |
| Annual return | 4.48% | 6.30%-1.8pp | 13.22%-8.7pp | 10.78%-6.3pp |
| Employer contribution / active EE | $1,277 | $3,050-58.1% | $5,151-75.2% | $1,899-32.7% |
| Participant deferral / active EE | $1,495 | $4,490-66.7% | $6,230-76.0% | $3,046-50.9% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |