Filed March 10, 2006 (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 8-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 |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $18,443 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $6,092 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,385 | $66,124-78.2% | $90,404-84.1% | $73,488-80.4% |
| Participation rate | 73.8% | 69.7%+4.1pp | 72.7%+1.1pp | 70.7%+3.1pp |
| Annual return | 7.82% | 17.65%-9.8pp | 1293.02%-1285.2pp | 28.51%-20.7pp |
| Employer contribution / active EE | $501 | $2,346-78.7% | $3,262-84.6% | $2,270-77.9% |
| Participant deferral / active EE | $1,141 | $3,039-62.4% | $3,963-71.2% | $3,740-69.5% |
| Admin fee / account holder | $106 | $396-73.2% | $5,611-98.1% | $513-79.3% |